Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zeo Energy Corp.ZEO · Entity 7703 | COO | 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 V Common StockSEC Table I · non-derivative | IndirectSee Footnote | 3,015,664 |
Reported balance
After 2025-02-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-02-12 · Conversion · Disposed 250,000 · Balance 3,015,664 F1: Comprises shares of Class V Common Stock being converted into Class A Common Stock. |
| Class V Common StockSEC Table I · non-derivative | IndirectSee Footnote | 3,015,664 |
Reported balance
After 2025-03-06 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-03-06 · Conversion · Disposed 250,000 · Balance 3,015,664 F1: Comprises shares of Class V Common Stock being converted into Class A Common Stock. |
| Class V Common StockSEC Table I · non-derivative | IndirectSee Footnote | 3,015,664 |
Reported balance
After 2025-08-14 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2025-08-14 · Conversion · Disposed 2,000,000 · Balance 3,015,664 F1: Comprises shares of Class V Common Stock being converted into Class A Common Stock. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 2,500,000 |
Reported balance
After 2025-02-12 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-02-12 · Conversion · Acquired 250,000 · Balance 2,500,000 F2: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by JKae Holdings, 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 | 2,500,000 |
Reported balance
After 2025-03-06 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2025-03-06 · Conversion · Acquired 250,000 · Balance 2,500,000 F2: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by JKae Holdings, 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 | 2,500,000 |
Reported balance
After 2025-08-14 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2025-08-14 · Conversion · Acquired 2,000,000 · Balance 2,500,000 F2: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by JKae Holdings, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Comprises shares of Class V Common Stock being converted into Class A Common Stock.
F2: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by JKae Holdings, 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.
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 |
|---|---|---|---|---|---|---|
| September 03, 2025 Filed Sep 5, 2025 16:34 UTC | Zeo Energy Corp. ZEO · Entity 7703 | SaleClass A Common Stock | 26,636 | $1.61 | $42,913.26 |
DisclosureSEC source: 0001213900-25-085085 · ownership.xml · nonDerivative · entry 1 Larsen Kalen · CIK 0002014406 · COO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 2,411,637 F1 · price: The price reported in Column 4 is a weighted average price of $1.6111. The Reporting Person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. F2 · ownership.nature: Comprises shares of Class A Common Stock of the Issuer held of record by JKae Holdings, LLC, for which the reporting person may be deemed to be the beneficial owner of shares held by such entity. The reporting person disclaims beneficial ownership over any such shares expected to be held by such entity. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 17:40 UTC | Zeo Energy Corp. ZEO · Entity 7703 | SaleClass A Common Stock | 440 | $1.60 | $704.00 |
DisclosureSEC source: 0001213900-25-084182 · ownership.xml · nonDerivative · entry 1 Larsen Kalen · CIK 0002014406 · COO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 2,438,273 F1 · price: The price reported in Column 4 is a weighted average price of $1.6000. The Reporting Person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. F2 · ownership.nature: Comprises shares of Class A Common Stock of the Issuer held of record by JKae Holdings, LLC, for which the reporting person may be deemed to be the beneficial owner of shares held by such entity. The reporting person disclaims beneficial ownership over any such shares expected to be held by such entity. Read SEC document |
| August 28, 2025 Filed Aug 29, 2025 16:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | SaleClass A Common Stock | 28,875 | $1.62 | $46,768.84 |
DisclosureSEC source: 0001213900-25-082583 · ownership.xml · nonDerivative · entry 2 Larsen Kalen · CIK 0002014406 · COO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 2,438,713 F3 · price: The price reported in Column 4 is a weighted average price of $1.6197. The Reporting Person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. F2 · ownership.nature: Comprises shares of Class A Common Stock of the Issuer held of record by JKae Holdings, LLC, for which the reporting person may be deemed to be the beneficial owner of shares held by such entity. The reporting person disclaims beneficial ownership over any such shares expected to be held by such entity, except to the extent of their pecuniary interest therein. Read SEC document |
| August 27, 2025 Filed Aug 29, 2025 16:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | SaleClass A Common Stock | 32,412 | $1.75 | $56,646.45 |
DisclosureSEC source: 0001213900-25-082583 · ownership.xml · nonDerivative · entry 1 Larsen Kalen · CIK 0002014406 · COO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 2,467,588 F1 · price: The price reported in Column 4 is a weighted average price of $1.7477. The Reporting Person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. F2 · ownership.nature: Comprises shares of Class A Common Stock of the Issuer held of record by JKae Holdings, LLC, for which the reporting person may be deemed to be the beneficial owner of shares held by such entity. The reporting person disclaims beneficial ownership over any such shares expected to be held by such entity, except to the extent of their pecuniary interest therein. Read SEC document |
| August 14, 2025 Filed Mar 10, 2026 16:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass A Common Stock | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025702 · ownership.xml · nonDerivative · entry 6 Larsen Kalen · CIK 0002014406 · COO 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,500,000 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. F2 · ownership.nature: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by JKae Holdings, 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 14, 2025 Filed Mar 10, 2026 16:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass V Common Stock | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025702 · ownership.xml · nonDerivative · entry 5 Larsen Kalen · CIK 0002014406 · COO 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 3,015,664 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 · ownership.nature: Comprises shares of Class V Common Stock being converted into Class A Common Stock. Read SEC document |
| March 06, 2025 Filed Mar 10, 2026 16:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass A Common Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025702 · ownership.xml · nonDerivative · entry 4 Larsen Kalen · CIK 0002014406 · COO 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,500,000 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. F2 · ownership.nature: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by JKae Holdings, 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 |
| March 06, 2025 Filed Mar 10, 2026 16:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass V Common Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025702 · ownership.xml · nonDerivative · entry 3 Larsen Kalen · CIK 0002014406 · COO 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 3,015,664 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 · 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 16:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass A Common Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025702 · ownership.xml · nonDerivative · entry 2 Larsen Kalen · CIK 0002014406 · COO 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,500,000 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. F2 · ownership.nature: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by JKae Holdings, 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 16:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass V Common Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025702 · ownership.xml · nonDerivative · entry 1 Larsen Kalen · CIK 0002014406 · COO 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 3,015,664 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 · ownership.nature: Comprises shares of Class V Common Stock being converted into Class A Common Stock. 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.