Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fluence Energy, Inc.FLNC · Entity 4531 | Chief Accounting Officer | February 18, 2026 | February 20, 2026 |
| Sunrun Inc.RUN · Entity 4507 | Chief Accounting Officer | August 04, 2023 | August 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-qualified stock options (right-to-buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.43 · Expires 2036-02-18 | Direct | 6,262 |
Reported balance
After 2026-02-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,392 |
Reported balance
After 2023-08-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-08-04 · Exercise / conversion · Acquired 4,240 · Balance 63,392 |
| Common StockSEC Table I · non-derivative | Direct | 66,989 |
Reported balance
After 2023-08-04 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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 2029-03-13 | Direct | 3,657 |
Reported balance
After 2023-08-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2030-03-29 | Direct | 12,844 |
Reported balance
After 2023-08-04 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 19, 2021 Filed Nov 23, 2021 23:58 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 5,564 | $8.05 | $44,790.20 |
DisclosureSEC source: 0001469367-21-000250 · wf-form4_163771186481261.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,844 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. Read SEC document |
| November 08, 2021 Filed Nov 11, 2021 01:10 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 5,204 | $60.01 | $312,283.19 |
DisclosureSEC source: 0001469367-21-000242 · wf-form4_163659301703561.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,280 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $60.00 to $60.05 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 20,413 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| September 22, 2021 Filed Sep 25, 2021 00:40 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1,618 | $44.41 | $71,848.75 |
DisclosureSEC source: 0001469367-21-000218 · wf-form4_163253040685968.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,484 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $43.86 to $44.59 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 20,413 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| September 20, 2021 Filed Sep 22, 2021 01:10 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,059 | $0.00 Strike: $14.57 | $0.00 |
DisclosureSEC source: 0001469367-21-000209 · wf-form4_163227299180481.xml · derivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,117 Underlying: Common Stock · 5,059 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. 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, 2020, and 1/48 of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| September 20, 2021 Filed Sep 22, 2021 01:10 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 5,059 | $43.14 | $218,245.26 |
DisclosureSEC source: 0001469367-21-000209 · wf-form4_163227299180481.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,102 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 |
| September 20, 2021 Filed Sep 22, 2021 01:10 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 5,059 | $14.57 | $73,709.63 |
DisclosureSEC source: 0001469367-21-000209 · wf-form4_163227299180481.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,161 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. Read SEC document |
| September 17, 2021 Filed Sep 18, 2021 00:35 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 396 | $44.06 | $17,448.51 |
DisclosureSEC source: 0001469367-21-000204 · wf-form4_163192528758384.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,102 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 $43.95 to $44.18 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 20,413 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| September 15, 2021 Filed Sep 18, 2021 00:35 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1,262 | $43.30 | $54,650.03 |
DisclosureSEC source: 0001469367-21-000204 · wf-form4_163192528758384.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,498 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 $43.17 to $43.40 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 |
| July 20, 2021 Filed Jul 23, 2021 00:37 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,220 | $0.00 Strike: $9.81 | $0.00 |
DisclosureSEC source: 0001469367-21-000181 · wf-form4_162700063772068.xml · derivative · entry 6 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,441 Underlying: Common Stock · 8,220 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. F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F6 · 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 |
| July 20, 2021 Filed Jul 23, 2021 00:37 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,300 | $0.00 Strike: $8.05 | $0.00 |
DisclosureSEC source: 0001469367-21-000181 · wf-form4_162700063772068.xml · derivative · entry 5 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,607 Underlying: Common Stock · 8,300 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. F5 · 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 |
| July 20, 2021 Filed Jul 23, 2021 00:37 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 4,479 | $47.85 | $214,307.16 |
DisclosureSEC source: 0001469367-21-000181 · wf-form4_162700063772068.xml · nonDerivative · entry 4 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,760 F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $47.59 to $47.96 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 23,689 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| July 20, 2021 Filed Jul 23, 2021 00:37 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 14,153 | $47.17 | $667,580.03 |
DisclosureSEC source: 0001469367-21-000181 · wf-form4_162700063772068.xml · nonDerivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,239 F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $46.57 to $47.55 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 |
| July 20, 2021 Filed Jul 23, 2021 00:37 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 8,220 | $9.81 | $80,638.20 |
DisclosureSEC source: 0001469367-21-000181 · wf-form4_162700063772068.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,392 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. F1 · kind: The transactions reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| July 20, 2021 Filed Jul 23, 2021 00:37 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 8,300 | $8.05 | $66,815.00 |
DisclosureSEC source: 0001469367-21-000181 · wf-form4_162700063772068.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,172 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. Read SEC document |
| June 17, 2021 Filed Jun 18, 2021 00:39 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 82 | $52.19 | $4,279.65 |
DisclosureSEC source: 0001469367-21-000162 · wf-form4_162397672577600.xml · nonDerivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,872 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 $52.13 to $52.2701 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 23,689 RSUs, which are subject to forfeiture until they vest. F6 · balance_after: Includes 1,204 shares acquired under the Issuer's employee stock purchase plan. Read SEC document |
| June 17, 2021 Filed Jun 18, 2021 00:39 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 175 | $51.41 | $8,996.65 |
DisclosureSEC source: 0001469367-21-000162 · wf-form4_162397672577600.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,750 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 $50.96 to $51.95 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 15, 2021 Filed Jun 18, 2021 00:39 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 906 | $43.66 | $39,554.78 |
DisclosureSEC source: 0001469367-21-000162 · wf-form4_162397672577600.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,925 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 $43.35 to $44.27 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 |
| April 01, 2021 Filed Apr 3, 2021 00:04 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 2,626 | $62.42 | $163,914.92 |
DisclosureSEC source: 0001469367-21-000087 · wf-form4_161740818687664.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,831 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F2 · balance_after: Shares held following the reported transaction include 26,964 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| March 22, 2021 Filed Mar 25, 2021 00:45 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,637 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001469367-21-000084 · wf-form4_161663312563388.xml · derivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,637 shares Expires 2027-03-14 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 sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F3 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| March 22, 2021 Filed Mar 25, 2021 00:45 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 8,207 | $56.96 | $467,470.72 |
DisclosureSEC source: 0001469367-21-000084 · wf-form4_161663312563388.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,457 F1 · kind: The sales 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 26,964 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| March 22, 2021 Filed Mar 25, 2021 00:45 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 6,637 | $5.00 | $33,185.00 |
DisclosureSEC source: 0001469367-21-000084 · wf-form4_161663312563388.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,664 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 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 01:25 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 465 | $55.56 | $25,834.24 |
DisclosureSEC source: 0001469367-21-000075 · wf-form4_161603068701461.xml · nonDerivative · entry 5 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,027 F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs"). F5 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $55.32 to $55.96 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. F6 · balance_after: Shares held following the reported transactions include 26,964 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 01:25 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1,180 | $54.86 | $64,731.26 |
DisclosureSEC source: 0001469367-21-000075 · wf-form4_161603068701461.xml · nonDerivative · entry 4 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,492 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 $54.30 to $55.25 per share. Upon request by the Commission staff, the Issuer, or a 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, 2021 Filed Mar 18, 2021 01:25 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1 | $63.93 | $63.93 |
DisclosureSEC source: 0001469367-21-000075 · wf-form4_161603068701461.xml · nonDerivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,672 F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs"). Read SEC document |
| March 15, 2021 Filed Mar 18, 2021 01:25 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1,266 | $63.00 | $79,754.46 |
DisclosureSEC source: 0001469367-21-000075 · wf-form4_161603068701461.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,673 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 $62.79 to $63.29 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, 2021 Filed Mar 18, 2021 01:25 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1,300 | $62.24 | $80,913.95 |
DisclosureSEC source: 0001469367-21-000075 · wf-form4_161603068701461.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,939 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 $61.76 to $62.75 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 04, 2021 Filed Mar 9, 2021 02:31 UTC | Sunrun Inc. RUN · Entity 4507 | GrantEmployee Stock Option (right to buy) · Derivative | 6,610 | $0.00 Strike: $53.42 | $0.00 |
DisclosureSEC source: 0001469367-21-000052 · wf-form4_161525708454155.xml · derivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,610 Underlying: Common Stock · 6,610 shares Expires 2031-03-03 F3 · derivative.exercise_date: 25% of the shares subject to the option will vest on March 6, 2022, 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 04, 2021 Filed Mar 9, 2021 02:31 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 3,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-21-000052 · wf-form4_161525708454155.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,239 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on March 6, 2022, 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 35,372 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| March 04, 2021 Filed Mar 18, 2021 01:17 UTC Amendment | Sunrun Inc. RUN · Entity 4507 | GrantEmployee Stock Option (right to buy) · Derivative | 6,492 | $0.00 Strike: $53.42 | $0.00 |
DisclosureSEC source: 0001469367-21-000064 · wf-form4a_161603025285038.xml · derivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,492 Underlying: Common Stock · 6,492 shares Expires 2031-03-03 F1 · derivative.exercise_date: 25% of the shares subject to the option will vest on March 6, 2022, 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 |
| December 30, 2020 Filed Jan 5, 2021 02:41 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,802 | $0.00 Strike: $14.57 | $0.00 |
DisclosureSEC source: 0001469367-21-000006 · wf-form4_160981444849307.xml · derivative · entry 10 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,176 Underlying: Common Stock · 11,802 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. F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F8 · 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. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 02:41 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,593 | $0.00 Strike: $8.05 | $0.00 |
DisclosureSEC source: 0001469367-21-000006 · wf-form4_160981444849307.xml · derivative · entry 9 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,907 Underlying: Common Stock · 6,593 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 sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F7 · 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 |
| December 30, 2020 Filed Jan 5, 2021 02:41 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 29,024 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001469367-21-000006 · wf-form4_160981444849307.xml · derivative · entry 8 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,637 Underlying: Common Stock · 29,024 shares Expires 2027-03-14 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 sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F6 · derivative.exercise_date: 25% of the shares subject to the option vested on March 15, 2018, and 1/48 of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 02:41 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,746 | $0.00 Strike: $6.40 | $0.00 |
DisclosureSEC source: 0001469367-21-000006 · wf-form4_160981444849307.xml · derivative · entry 7 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,746 shares Expires 2026-03-02 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 sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F5 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 02:41 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 11,072 | $65.21 | $722,032.80 |
DisclosureSEC source: 0001469367-21-000006 · wf-form4_160981444849307.xml · nonDerivative · entry 6 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,495 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $65.07 to $65.55 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 31,628 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 02:41 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 47,901 | $64.72 | $3,100,353.90 |
DisclosureSEC source: 0001469367-21-000006 · wf-form4_160981444849307.xml · nonDerivative · entry 5 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,567 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $64.07 to $65.06 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 30, 2020 Filed Jan 5, 2021 02:41 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 11,802 | $14.57 | $171,955.14 |
DisclosureSEC source: 0001469367-21-000006 · wf-form4_160981444849307.xml · nonDerivative · entry 4 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,468 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 sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 02:41 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 6,593 | $8.05 | $53,073.65 |
DisclosureSEC source: 0001469367-21-000006 · wf-form4_160981444849307.xml · nonDerivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,666 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 sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 02:41 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 29,024 | $5.00 | $145,120.00 |
DisclosureSEC source: 0001469367-21-000006 · wf-form4_160981444849307.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,073 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 sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 02:41 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 8,746 | $6.40 | $55,974.40 |
DisclosureSEC source: 0001469367-21-000006 · wf-form4_160981444849307.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,049 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 sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 15, 2020 Filed Dec 18, 2020 02:22 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 183 | $62.93 | $11,516.96 |
DisclosureSEC source: 0001469367-20-000253 · wf-form4_160825816316379.xml · nonDerivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,303 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 $62.895 to $63.5601 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 31,628 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| December 15, 2020 Filed Dec 18, 2020 02:22 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1,000 | $62.15 | $62,152.00 |
DisclosureSEC source: 0001469367-20-000253 · wf-form4_160825816316379.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,486 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 $61.81 to $62.67 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, 2020 Filed Dec 18, 2020 02:22 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1,200 | $61.29 | $73,553.52 |
DisclosureSEC source: 0001469367-20-000253 · wf-form4_160825816316379.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,486 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 $60.78 to $61.69 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, 2020 Filed Nov 24, 2020 01:30 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 763 | $57.36 | $43,765.68 |
DisclosureSEC source: 0001469367-20-000241 · wf-form4_160618142648489.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,686 F1 · kind: The sale reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan. F2 · balance_after: Includes 763 shares acquired under the Issuer's employee stock purchase plan. F3 · balance_after: Shares held following the reported transaction include 36,819 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| November 06, 2020 Filed Nov 11, 2020 01:15 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $8.05 | $0.00 |
DisclosureSEC source: 0001469367-20-000233 · wf-form4_160505731959639.xml · derivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,500 Underlying: Common Stock · 10,000 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 sales 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 06, 2020 Filed Nov 11, 2020 01:15 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 10,000 | $60.36 | $603,600.00 |
DisclosureSEC source: 0001469367-20-000233 · wf-form4_160505731959639.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,686 F1 · kind: The sales 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 36,819 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| November 06, 2020 Filed Nov 11, 2020 01:15 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 10,000 | $8.05 | $80,500.00 |
DisclosureSEC source: 0001469367-20-000233 · wf-form4_160505731959639.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,686 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 sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 21, 2020 Filed Sep 22, 2020 01:46 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 2,644 | $59.20 | $156,524.80 |
DisclosureSEC source: 0001469367-20-000208 · wf-form4_160073914978012.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,686 F1 · kind: The sale reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan. F2 · balance_after: Shares held following the reported transaction include 36,819 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| September 15, 2020 Filed Sep 18, 2020 01:16 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 400 | $60.24 | $24,096.00 |
DisclosureSEC source: 0001469367-20-000201 · wf-form4_160039177276706.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,330 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 $60.18 to $60.34 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 36,819 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| September 15, 2020 Filed Sep 18, 2020 01:16 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 2,149 | $59.75 | $128,402.75 |
DisclosureSEC source: 0001469367-20-000201 · wf-form4_160039177276706.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,730 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 $59.18 to $60.15 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 01, 2020 Filed Sep 4, 2020 00:02 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $8.05 | $0.00 |
DisclosureSEC source: 0001469367-20-000191 · wf-form4_159917774104814.xml · derivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,500 Underlying: Common Stock · 10,000 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 sales 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.