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Philpot Michelle

Disclosed activity across 2 companies

Tapewire entity
65433
SEC CIK
0001290083

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Fluence Energy, Inc.FLNC · Entity 4531Chief Accounting OfficerFebruary 18, 2026February 20, 2026
Sunrun Inc.RUN · Entity 4507Chief Accounting OfficerAugust 04, 2023August 05, 2023

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.

Fluence Energy, Inc.

Report date February 18, 2026 · Filed February 20, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Non-qualified stock options (right-to-buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.43 · Expires 2036-02-18Direct6,262 Reported balance After 2026-02-18 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-02-18 · Grant · Acquired 6,262 · Balance 6,262

F1: Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service with the Issuer through the applicable vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service with the Issuer through the applicable vesting date.

Sunrun Inc.

Report date August 04, 2023 · Filed August 05, 2023

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect63,392 Reported balance After 2023-08-04 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2023-08-04 · Exercise / conversion · Acquired 4,240 · Balance 63,392

Common StockSEC Table I · non-derivativeDirect66,989 Reported balance After 2023-08-04 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2023-08-04 · Exercise / conversion · Acquired 3,597 · Balance 66,989

F1: Shares held following the reported transactions include 35,337 Restriced Stock Units, which are subject to forfeiture until they vest.

Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.57 · Expires 2029-03-13Direct3,657 Reported balance After 2023-08-04 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2023-08-04 · Exercise / conversion · Disposed 4,240 · Balance 3,657

F2: The shares subject to the option are fully vested and exercisable.

Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.81 · Expires 2030-03-29Direct12,844 Reported balance After 2023-08-04 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2023-08-04 · Exercise / conversion · Disposed 3,597 · Balance 12,844

F3: 25% of the shares subject to the option vested on March 17, 2021, and 1/48 of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: Shares held following the reported transactions include 35,337 Restriced Stock Units, which are subject to forfeiture until they vest.

F2: The shares subject to the option are fully vested and exercisable.

F3: 25% of the shares subject to the option vested on March 17, 2021, and 1/48 of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 18, 2026 Filed Feb 20, 2026 21:09 UTC Fluence Energy, Inc. FLNC · Entity 4531 GrantNon-qualified stock options (right-to-buy) · Derivative 6,262 $0.00 Strike: $17.43 $0.00
Disclosure

SEC source: 0001290083-26-000002 · wk-form4_1771621739.xml · derivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,262

Underlying: Class A Common Stock · 6,262 shares

Expires 2036-02-18

F1 · derivative.exercise_date: Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service with the Issuer through the applicable vesting date.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:15 UTC Fluence Energy, Inc. FLNC · Entity 4531 Exercise / conversionRestricted Stock Unit · Derivative 2,977 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-123731 · tm2534025-1_4seq1.xml · derivative · entry 3

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,954

Underlying: Class A Common Stock · 2,977 shares

Expires not disclosed

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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F3 · derivative.exercise_date: The RSUs vest in three equal annual installments with the first installment having vested on December 18, 2025, the second installment vesting on December 18, 2026 and the final installment vesting on December 18, 2027, subject to Reporting Person's continued service with the Issuer through the applicable vesting date.

F3 · derivative.expiration_date: The RSUs vest in three equal annual installments with the first installment having vested on December 18, 2025, the second installment vesting on December 18, 2026 and the final installment vesting on December 18, 2027, subject to Reporting Person's continued service with the Issuer through the applicable vesting date.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:15 UTC Fluence Energy, Inc. FLNC · Entity 4531 Tax withholdingClass A Common Stock 1,066 $19.31 $20,584.46
Disclosure

SEC source: 0001104659-25-123731 · tm2534025-1_4seq1.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,240

F2 · shares: Represents the number of shares of Class A Common Stock that have been withheld to satisfy tax withholding obligations in connection with the vesting of the RSUs.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:15 UTC Fluence Energy, Inc. FLNC · Entity 4531 Exercise / conversionClass A Common Stock 2,977 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-25-123731 · tm2534025-1_4seq1.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,306

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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

Read SEC document
December 08, 2025 Filed Dec 10, 2025 21:15 UTC Fluence Energy, Inc. FLNC · Entity 4531 Exercise / conversionRestricted Stock Unit · Derivative 4,925 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-119986 · tm2533193-2_4seq1.xml · derivative · entry 3

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,925

Underlying: Class A Common Stock · 4,925 shares

Expires not disclosed

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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F3 · derivative.exercise_date: The RSUs vest in three equal annual installments with the first installment having vested on December 8, 2024, the second installment having vested on December 8, 2025 and the final installment vesting on December 8, 2026, subject to Reporting Person's continued service with the Issuer through the applicable vesting date.

F3 · derivative.expiration_date: The RSUs vest in three equal annual installments with the first installment having vested on December 8, 2024, the second installment having vested on December 8, 2025 and the final installment vesting on December 8, 2026, subject to Reporting Person's continued service with the Issuer through the applicable vesting date.

Read SEC document
December 08, 2025 Filed Dec 10, 2025 21:15 UTC Fluence Energy, Inc. FLNC · Entity 4531 Tax withholdingClass A Common Stock 1,763 $22.86 $40,302.18
Disclosure

SEC source: 0001104659-25-119986 · tm2533193-2_4seq1.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,329

F2 · shares: Represents the number of shares of Class A Common Stock that have been withheld to satisfy tax withholding obligations in connection with the vesting of the RSUs.

Read SEC document
December 08, 2025 Filed Dec 10, 2025 21:15 UTC Fluence Energy, Inc. FLNC · Entity 4531 Exercise / conversionClass A Common Stock 4,925 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-25-119986 · tm2533193-2_4seq1.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,092

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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 21:15 UTC Fluence Energy, Inc. FLNC · Entity 4531 GrantRestricted Stock Unit · Derivative 7,402 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-118130 · tm2532643-1_4seq1.xml · derivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,402

Underlying: Class A Common Stock · 7,402 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer and has no expiration date.

F2 · derivative.exercise_date: The restricted stock units will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service with the Issuer through the applicable vesting date.

F2 · derivative.expiration_date: The restricted stock units will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service with the Issuer through the applicable vesting date.

Read SEC document
December 18, 2024 Filed Dec 20, 2024 21:16 UTC Fluence Energy, Inc. FLNC · Entity 4531 GrantNon-qualified stock options (right-to-buy) · Derivative 7,912 $0.00 Strike: $16.07 $0.00
Disclosure

SEC source: 0001868941-24-000093 · wk-form4_1734729406.xml · derivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,912

Underlying: Class A Common Stock · 7,912 shares

Expires 2034-12-18

F3 · derivative.exercise_date: Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service with the Issuer through the applicable vesting date.

Read SEC document
December 18, 2024 Filed Dec 20, 2024 21:16 UTC Fluence Energy, Inc. FLNC · Entity 4531 GrantRestricted Stock Unit · Derivative 8,931 $0.00 $0.00
Disclosure

SEC source: 0001868941-24-000093 · wk-form4_1734729406.xml · derivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,931

Underlying: Class A Common Stock · 8,931 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer and has no expiration date.

F2 · derivative.exercise_date: The restricted stock units will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service with the Issuer through the applicable vesting date.

F2 · derivative.expiration_date: The restricted stock units will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service with the Issuer through the applicable vesting date.

Read SEC document
December 08, 2024 Filed Dec 10, 2024 21:16 UTC Fluence Energy, Inc. FLNC · Entity 4531 Exercise / conversionRestricted Stock Unit · Derivative 4,925 $0.00 $0.00
Disclosure

SEC source: 0001868941-24-000081 · wk-form4_1733865353.xml · derivative · entry 3

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,850

Underlying: Class A Common Stock · 4,925 shares

Expires not disclosed

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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F3 · derivative.exercise_date: The restricted stock units will vest in three equal annual installments with the first installment having vested on December 8, 2024, the second installment vesting on December 8, 2025 and the final installment vesting on December 8, 2026, subject to Reporting Person's continued service with the Issuer through the applicable vesting date

F3 · derivative.expiration_date: The restricted stock units will vest in three equal annual installments with the first installment having vested on December 8, 2024, the second installment vesting on December 8, 2025 and the final installment vesting on December 8, 2026, subject to Reporting Person's continued service with the Issuer through the applicable vesting date

Read SEC document
December 08, 2024 Filed Dec 10, 2024 21:16 UTC Fluence Energy, Inc. FLNC · Entity 4531 Tax withholdingClass A Common Stock 1,758 $16.92 $29,745.36
Disclosure

SEC source: 0001868941-24-000081 · wk-form4_1733865353.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,167

F2 · shares: Represents the number of shares of Class A Common Stock that have been withheld to satisfy tax withholding obligations in connection with the vesting of the RSUs.

Read SEC document
December 08, 2024 Filed Dec 10, 2024 21:16 UTC Fluence Energy, Inc. FLNC · Entity 4531 Exercise / conversionClass A Common Stock 4,925 Not disclosed Not disclosed
Disclosure

SEC source: 0001868941-24-000081 · wk-form4_1733865353.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,925

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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

Read SEC document
December 08, 2023 Filed Dec 12, 2023 21:20 UTC Fluence Energy, Inc. FLNC · Entity 4531 GrantRestricted Stock Unit · Derivative 14,775 $0.00 $0.00
Disclosure

SEC source: 0001868941-23-000098 · wk-form4_1702416022.xml · derivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,775

Underlying: Class A Common Stock · 14,775 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer and has no expiration date.

F3 · derivative.exercise_date: The restricted stock units will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service with the Issuer through the applicable vesting date.

F3 · derivative.expiration_date: The restricted stock units will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service with the Issuer through the applicable vesting date.

Read SEC document
December 08, 2023 Filed Dec 12, 2023 21:20 UTC Fluence Energy, Inc. FLNC · Entity 4531 GrantNon-qualified stock options (right-to-buy) · Derivative 2,221 $0.00 Strike: $21.93 $0.00
Disclosure

SEC source: 0001868941-23-000098 · wk-form4_1702416022.xml · derivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,221

Underlying: Class A Common Stock · 2,221 shares

Expires 2033-12-08

F1 · derivative.exercise_date: Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service with the Issuer through the applicable vesting date.

Read SEC document
August 04, 2023 Filed Aug 5, 2023 00:26 UTC Sunrun Inc. RUN · Entity 4507 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,597 $0.00 Strike: $9.81 $0.00
Disclosure

SEC source: 0001469367-23-000168 · wk-form4_1691195157.xml · derivative · entry 4

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,844

Underlying: Common Stock · 3,597 shares

Expires 2030-03-29

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 · derivative.exercise_date: 25% of the shares subject to the option vested on March 17, 2021, and 1/48 of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
August 04, 2023 Filed Aug 5, 2023 00:26 UTC Sunrun Inc. RUN · Entity 4507 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,240 $0.00 Strike: $14.57 $0.00
Disclosure

SEC source: 0001469367-23-000168 · wk-form4_1691195157.xml · derivative · entry 3

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,657

Underlying: Common Stock · 4,240 shares

Expires 2029-03-13

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 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable.

Read SEC document
August 04, 2023 Filed Aug 5, 2023 00:26 UTC Sunrun Inc. RUN · Entity 4507 Exercise / conversionCommon Stock 3,597 $9.81 $35,286.57
Disclosure

SEC source: 0001469367-23-000168 · wk-form4_1691195157.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,989

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 · balance_after: Shares held following the reported transactions include 35,337 Restriced Stock Units, which are subject to forfeiture until they vest.

Read SEC document
August 04, 2023 Filed Aug 5, 2023 00:26 UTC Sunrun Inc. RUN · Entity 4507 Exercise / conversionCommon Stock 4,240 $14.57 $61,776.80
Disclosure

SEC source: 0001469367-23-000168 · wk-form4_1691195157.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,392

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
June 20, 2023 Filed Jun 21, 2023 01:04 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 415 $18.60 $7,717.46
Disclosure

SEC source: 0001469367-23-000153 · wk-form4_1687309469.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,152

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $18.595 to $18.63 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 35,337 restricted stock units, which are subject to forfeiture until they vest.

F4 · balance_after: Includes 1,212 shares acquired under the Issuer's employee stock purchase plan.

Read SEC document
June 06, 2023 Filed Jun 9, 2023 00:36 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 429 $18.74 $8,037.96
Disclosure

SEC source: 0001469367-23-000142 · wk-form4_1686270971.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,355

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units.

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $18.58 to $18.86 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 36,141 restricted stock units, which are subject to forfeiture until they vest.

Read SEC document
April 10, 2023 Filed Apr 13, 2023 01:00 UTC Sunrun Inc. RUN · Entity 4507 GrantCommon Stock 24,283 $0.00 $0.00
Disclosure

SEC source: 0001469367-23-000091 · wf-form4_168134764382556.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,784

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on April 6, 2024, and 1/12 of the remaining RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service through each vesting date.

F2 · balance_after: Shares held following the reported transaction include 37,012 RSUs, which are subject to forfeiture until they vest.

Read SEC document
March 17, 2023 Filed Mar 18, 2023 00:51 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 428 $17.71 $7,579.15
Disclosure

SEC source: 0001469367-23-000068 · wf-form4_167910067263915.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,501

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units ("RSUs").

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $17.3901 to $18.065 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F4 · balance_after: Shares held following the reported transactions include 12,729 RSUs, which are subject to forfeiture until they vest.

Read SEC document
March 15, 2023 Filed Mar 18, 2023 00:51 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 489 $19.05 $9,316.53
Disclosure

SEC source: 0001469367-23-000068 · wf-form4_167910067263915.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,929

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $18.8701 to $19.23 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

Read SEC document
March 06, 2023 Filed Mar 9, 2023 01:30 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 1,512 $25.51 $38,571.12
Disclosure

SEC source: 0001469367-23-000052 · wf-form4_167832540143071.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,418

F1 · kind: Shares sold to cover tax obligation from settlement of vested restricted stock units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $25.01 to $25.73 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 14,455 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 19, 2022 Filed Dec 22, 2022 00:07 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 420 $27.70 $11,634.50
Disclosure

SEC source: 0001469367-22-000194 · wf-form4_167166760539815.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,930

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $27.47 to $27.98 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 17,235 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 15, 2022 Filed Dec 17, 2022 02:18 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 478 $31.31 $14,965.80
Disclosure

SEC source: 0001469367-22-000186 · wf-form4_167124345254217.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,350

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $31.1701 to $31.41 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 18,039 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 06, 2022 Filed Dec 9, 2022 01:38 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 123 $29.44 $3,621.37
Disclosure

SEC source: 0001469367-22-000174 · wf-form4_167054988266211.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,828

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $29.36 to $29.9301 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 18,960 RSUs, which are subject to forfeiture until they vest.

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November 16, 2022 Filed Nov 19, 2022 01:40 UTC Sunrun Inc. RUN · Entity 4507 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,220 $0.00 Strike: $14.57 $0.00
Disclosure

SEC source: 0001469367-22-000163 · wf-form4_166882204292284.xml · derivative · entry 4

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,897

Underlying: Common Stock · 2,220 shares

Expires 2029-03-13

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 · derivative.exercise_date: 25% of the shares subject to the option vested on March 15, 2020, and 1/48 of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

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November 16, 2022 Filed Nov 19, 2022 01:40 UTC Sunrun Inc. RUN · Entity 4507 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,780 $0.00 Strike: $8.05 $0.00
Disclosure

SEC source: 0001469367-22-000163 · wf-form4_166882204292284.xml · derivative · entry 3

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,263

Underlying: Common Stock · 3,780 shares

Expires 2028-03-19

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 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable.

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November 16, 2022 Filed Nov 19, 2022 01:40 UTC Sunrun Inc. RUN · Entity 4507 Exercise / conversionCommon Stock 2,220 $14.57 $32,345.40
Disclosure

SEC source: 0001469367-22-000163 · wf-form4_166882204292284.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,951

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 · balance_after: Includes 1,603 shares acquired under the Issuer's employee stock purchase plan.

F2 · balance_after: Shares held following the reported transactions include 19,194 Restricted Stock Units, which are subject to forfeiture until they vest.

Read SEC document
November 16, 2022 Filed Nov 19, 2022 01:40 UTC Sunrun Inc. RUN · Entity 4507 Exercise / conversionCommon Stock 3,780 $8.05 $30,429.00
Disclosure

SEC source: 0001469367-22-000163 · wf-form4_166882204292284.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,128

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
September 19, 2022 Filed Sep 20, 2022 00:31 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 60 $37.62 $2,257.10
Disclosure

SEC source: 0001469367-22-000145 · wf-form4_166363388884855.xml · nonDerivative · entry 3

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,348

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $37.49 to $37.82 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F5 · balance_after: Shares held following the reported transactions include 19,194 RSUs, which are subject to forfeiture until they vest.

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September 19, 2022 Filed Sep 20, 2022 00:31 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 340 $36.93 $12,557.49
Disclosure

SEC source: 0001469367-22-000145 · wf-form4_166363388884855.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,408

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $36.47 to $37.43 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 00:31 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 470 $37.36 $17,558.40
Disclosure

SEC source: 0001469367-22-000145 · wf-form4_166363388884855.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,748

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $36.99 to $37.85 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

Read SEC document
September 06, 2022 Filed Sep 9, 2022 00:34 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 111 $32.86 $3,647.62
Disclosure

SEC source: 0001469367-22-000129 · wf-form4_166268366216638.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,218

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $32.75 to $33.07 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 20,920 RSUs, which are subject to forfeiture until they vest.

Read SEC document
June 17, 2022 Filed Jun 18, 2022 00:31 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 376 $22.45 $8,442.82
Disclosure

SEC source: 0001469367-22-000107 · wf-form4_165551227334997.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,329

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $22.10 to $22.9501 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F4 · balance_after: Shares held following the reported transactions include 21,154 RSUs, which are subject to forfeiture until they vest.

Read SEC document
June 15, 2022 Filed Jun 18, 2022 00:31 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 436 $22.62 $9,862.63
Disclosure

SEC source: 0001469367-22-000107 · wf-form4_165551227334997.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,705

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $22.58 to $22.7101 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

Read SEC document
June 06, 2022 Filed Jun 8, 2022 00:22 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 106 $29.38 $3,113.91
Disclosure

SEC source: 0001469367-22-000093 · wf-form4_165464776247761.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,141

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $29.375 to $29.5301 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Shares held following the reported transaction include 22,879 RSUs, which are subject to forfeiture until they vest.

Read SEC document
March 17, 2022 Filed Mar 18, 2022 00:34 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 384 $30.44 $11,690.15
Disclosure

SEC source: 0001469367-22-000064 · wf-form4_164756362784264.xml · nonDerivative · entry 3

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,247

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F4 · balance_after: Shares held following the reported transactions include 23,113 RSUs, which are subject to forfeiture until they vest.

Read SEC document
March 15, 2022 Filed Mar 18, 2022 00:34 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 283 $27.44 $7,766.09
Disclosure

SEC source: 0001469367-22-000064 · wf-form4_164756362784264.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,631

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $27.09 to $27.78 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

Read SEC document
March 15, 2022 Filed Mar 18, 2022 00:34 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 960 $26.60 $25,533.70
Disclosure

SEC source: 0001469367-22-000064 · wf-form4_164756362784264.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,914

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $26.09 to $27.08 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:23 UTC Sunrun Inc. RUN · Entity 4507 GrantEmployee Stock Option (right to buy) · Derivative 14,757 $0.00 Strike: $27.92 $0.00
Disclosure

SEC source: 0001469367-22-000054 · wf-form4_164687901620935.xml · derivative · entry 3

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,757

Underlying: Common Stock · 14,757 shares

Expires 2032-03-06

F6 · derivative.exercise_date: 25% of the shares subject to the option will vest on March 6, 2023, and 1/36 of the remaining shares will vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:23 UTC Sunrun Inc. RUN · Entity 4507 GrantCommon Stock 10,187 $0.00 $0.00
Disclosure

SEC source: 0001469367-22-000054 · wf-form4_164687901620935.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,874

F4 · shares: Each share is represented by an RSU. 25% of the RSUs will vest on March 6, 2023, and 1/12 of the remaining RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service through each vesting date.

F5 · balance_after: Shares held following the reported transactions include 26,389 RSUs, which are subject to forfeiture until they vest.

Read SEC document
March 07, 2022 Filed Mar 10, 2022 02:23 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 469 $28.62 $13,423.44
Disclosure

SEC source: 0001469367-22-000054 · wf-form4_164687901620935.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,687

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $28.58 to $29.1801 per share. Upon request by the Commission staff, the Issuer, or any security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F3 · balance_after: Includes 572 shares acquired under the Issuer's employee stock purchase plan.

Read SEC document
December 17, 2021 Filed Dec 18, 2021 02:19 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 391 $33.85 $13,235.51
Disclosure

SEC source: 0001469367-21-000261 · wf-form4_163979393002816.xml · nonDerivative · entry 3

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,584

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $33.60 to $34.145 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F5 · balance_after: Shares held following the reported transactions include 17,138 RSUs, which are subject to forfeiture until they vest.

Read SEC document
December 15, 2021 Filed Dec 18, 2021 02:19 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 31 $34.05 $1,055.51
Disclosure

SEC source: 0001469367-21-000261 · wf-form4_163979393002816.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,975

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $34.01 to $34.31 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

Read SEC document
December 15, 2021 Filed Dec 18, 2021 02:19 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 1,274 $33.37 $42,516.57
Disclosure

SEC source: 0001469367-21-000261 · wf-form4_163979393002816.xml · nonDerivative · entry 1

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,006

F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs").

F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $32.92 to $33.88 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

Read SEC document
November 19, 2021 Filed Nov 23, 2021 23:58 UTC Sunrun Inc. RUN · Entity 4507 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 5,564 $0.00 Strike: $8.05 $0.00
Disclosure

SEC source: 0001469367-21-000250 · wf-form4_163771186481261.xml · derivative · entry 3

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,043

Underlying: Common Stock · 5,564 shares

Expires 2028-03-19

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 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan.

F3 · derivative.exercise_date: 25% of the shares subject to the option vested on March 15, 2019, and 1/48 of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
November 19, 2021 Filed Nov 23, 2021 23:58 UTC Sunrun Inc. RUN · Entity 4507 SaleCommon Stock 5,564 $52.15 $290,162.60
Disclosure

SEC source: 0001469367-21-000250 · wf-form4_163771186481261.xml · nonDerivative · entry 2

Philpot Michelle · CIK 0001290083 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,280

F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan.

F2 · balance_after: Shares held following the reported transactions include 20,413 Restricted Stock Units, which are subject to forfeiture until they vest.

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.