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 |
|---|---|---|---|---|---|---|
| September 01, 2020 Filed Sep 4, 2020 00:02 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 10,000 | $56.50 | $565,000.00 |
DisclosureSEC source: 0001469367-20-000191 · wf-form4_159917774104814.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,879 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 42,012 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| September 01, 2020 Filed Sep 4, 2020 00:02 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 10,000 | $8.05 | $80,500.00 |
DisclosureSEC source: 0001469367-20-000191 · wf-form4_159917774104814.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,879 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 |
| June 19, 2020 Filed Jun 20, 2020 01:21 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 4,489 | $19.97 | $89,645.33 |
DisclosureSEC source: 0001469367-20-000160 · wf-form4_159261607677126.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,879 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 42,012 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| June 15, 2020 Filed Jun 18, 2020 00:52 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1,731 | $18.66 | $32,293.54 |
DisclosureSEC source: 0001469367-20-000151 · wf-form4_159244155460761.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,368 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 $18.41 to $18.93 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 42,012 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| June 08, 2020 Filed Jun 11, 2020 01:22 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1,002 | $19.46 | $19,498.92 |
DisclosureSEC source: 0001469367-20-000144 · wf-form4_159183853148965.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,099 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 47,203 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| June 01, 2020 Filed Jun 4, 2020 01:22 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $6.40 | $0.00 |
DisclosureSEC source: 0001469367-20-000140 · wf-form4_159123374687130.xml · derivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,746 Underlying: Common Stock · 7,500 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 sale reported by the Reporting Person was 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 |
| June 01, 2020 Filed Jun 4, 2020 01:22 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 7,500 | $16.60 | $124,500.00 |
DisclosureSEC source: 0001469367-20-000140 · wf-form4_159123374687130.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,101 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 transactions include 47,203 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| June 01, 2020 Filed Jun 4, 2020 01:22 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 7,500 | $6.40 | $48,000.00 |
DisclosureSEC source: 0001469367-20-000140 · wf-form4_159123374687130.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,601 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 sale reported by the Reporting Person was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| May 28, 2020 Filed May 29, 2020 01:17 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $8.05 | $0.00 |
DisclosureSEC source: 0001469367-20-000136 · wf-form4_159071502197115.xml · derivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,500 Underlying: Common Stock · 15,000 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. F4 · 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 |
| May 28, 2020 Filed May 29, 2020 01:17 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 15,000 | $17.00 | $255,000.00 |
DisclosureSEC source: 0001469367-20-000136 · wf-form4_159071502197115.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,101 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 transactions include 47,203 Restricted Stock Units, which are subject to forfeiture until they vest. F3 · balance_after: Includes 1,029 shares acquired under the Issuer's employee stock purchase plan. Read SEC document |
| May 28, 2020 Filed May 29, 2020 01:17 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 15,000 | $8.05 | $120,750.00 |
DisclosureSEC source: 0001469367-20-000136 · wf-form4_159071502197115.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,072 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 |
| May 14, 2020 Filed May 16, 2020 00:00 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 3,779 | $13.26 | $50,123.52 |
DisclosureSEC source: 0001469367-20-000126 · wf-form4_158958723329558.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,072 F2 · kind: Shares sold to cover tax obligation from settlement of vested RSUs. F3 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $13.02 to $13.58 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 47,203 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| May 13, 2020 Filed May 16, 2020 00:00 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 10,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-20-000126 · wf-form4_158958723329558.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,851 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs vested in full on May 13, 2020. Read SEC document |
| May 11, 2020 Filed May 13, 2020 01:52 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1,045 | $14.62 | $15,277.90 |
DisclosureSEC source: 0001469367-20-000114 · wf-form4_158933473509246.xml · nonDerivative · entry 4 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,149 F3 · kind: Shares sold to cover tax obligation from settlement of vested RSUs. F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $14.57 to $14.62 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 47,203 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| May 08, 2020 Filed May 13, 2020 01:52 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $6.40 | $0.00 |
DisclosureSEC source: 0001469367-20-000114 · wf-form4_158933473509246.xml · derivative · entry 5 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,246 Underlying: Common Stock · 10,000 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. F6 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| May 08, 2020 Filed May 13, 2020 01:52 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 2,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-20-000114 · wf-form4_158933473509246.xml · nonDerivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,194 F2 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs vested in full on May 8, 2020. Read SEC document |
| May 08, 2020 Filed May 13, 2020 01:52 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 10,000 | $15.00 | $150,000.00 |
DisclosureSEC source: 0001469367-20-000114 · wf-form4_158933473509246.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,205 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| May 08, 2020 Filed May 13, 2020 01:52 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 10,000 | $6.40 | $64,000.00 |
DisclosureSEC source: 0001469367-20-000114 · wf-form4_158933473509246.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,205 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 30, 2020 Filed Apr 2, 2020 01:51 UTC | Sunrun Inc. RUN · Entity 4507 | GrantEmployee Stock Option (right to buy) · Derivative | 24,661 | $0.00 Strike: $9.81 | $0.00 |
DisclosureSEC source: 0001469367-20-000087 · wf-form4_158579225315463.xml · derivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,661 Underlying: Common Stock · 24,661 shares Expires 2030-03-29 F3 · derivative.exercise_date: 25% of the shares subject to the option will vest on March 17, 2021, 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 30, 2020 Filed Apr 2, 2020 01:51 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 12,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-20-000087 · wf-form4_158579225315463.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,205 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on March 17, 2021, 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 47,203 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| March 24, 2020 Filed Mar 27, 2020 00:15 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 2,504 | $11.30 | $28,295.20 |
DisclosureSEC source: 0001469367-20-000082 · wf-form4_158526810276586.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,342 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 34,340 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| March 17, 2020 Filed Mar 20, 2020 01:50 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 5,452 | $8.11 | $44,209.72 |
DisclosureSEC source: 0001469367-20-000075 · wf-form4_158466901691481.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,846 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 $8.01 to $8.26 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 34,340 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:12 UTC | Sunrun Inc. RUN · Entity 4507 | Tax withholdingCommon Stock | 952 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-20-000066 · wf-form4_158337433959995.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,298 F1 · kind: Shares withheld to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs"). F2 · balance_after: Shares held following the reported transaction include 42,296 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| January 09, 2020 Filed Jan 11, 2020 00:07 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $6.40 | $0.00 |
DisclosureSEC source: 0001469367-20-000020 · wf-form4_157870124496106.xml · derivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,246 Underlying: Common Stock · 10,000 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. F3 · derivative.exercise_date: 25% of the shares subject to the option vested on March 3, 2017, and 1/48 of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| January 09, 2020 Filed Jan 11, 2020 00:07 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 10,000 | $15.00 | $150,000.00 |
DisclosureSEC source: 0001469367-20-000020 · wf-form4_157870124496106.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,250 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 44,250 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| January 09, 2020 Filed Jan 11, 2020 00:07 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 10,000 | $6.40 | $64,000.00 |
DisclosureSEC source: 0001469367-20-000020 · wf-form4_157870124496106.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,250 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 19, 2019 Filed Dec 20, 2019 23:56 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 3,136 | $14.55 | $45,628.80 |
DisclosureSEC source: 0001469367-19-000212 · wf-form4_157688618507885.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,250 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 44,250 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| December 16, 2019 Filed Dec 19, 2019 02:44 UTC | Sunrun Inc. RUN · Entity 4507 | Tax withholdingCommon Stock | 2,119 | $13.94 | $29,538.86 |
DisclosureSEC source: 0001469367-19-000208 · wf-form4_157672347903197.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,386 F1 · kind: Shares withheld to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs"). F2 · balance_after: Shares held following the reported transactions include 44,250 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| December 03, 2019 Filed Dec 6, 2019 00:16 UTC | Sunrun Inc. RUN · Entity 4507 | Tax withholdingCommon Stock | 969 | $13.55 | $13,129.95 |
DisclosureSEC source: 0001469367-19-000195 · wf-form4_157559134336705.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,505 F1 · kind: Shares withheld to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs"). F2 · balance_after: Shares held following the reported transaction include 48,521 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| November 22, 2019 Filed Nov 23, 2019 01:59 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1,098 | $13.47 | $14,790.06 |
DisclosureSEC source: 0001469367-19-000191 · wf-form4_157447434196289.xml · nonDerivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,474 F2 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F3 · balance_after: Shares held following the reported transactions include 50,474 restricted stock units, which are subject to forfeiture until they vest. Read SEC document |
| November 21, 2019 Filed Nov 23, 2019 01:59 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001469367-19-000191 · wf-form4_157447434196289.xml · derivative · entry 4 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,661 Underlying: Common Stock · 4,000 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. F4 · 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 |
| November 21, 2019 Filed Nov 23, 2019 01:59 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 4,000 | $13.49 | $53,960.00 |
DisclosureSEC source: 0001469367-19-000191 · wf-form4_157447434196289.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,572 F2 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 21, 2019 Filed Nov 23, 2019 01:59 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 4,000 | $5.00 | $20,000.00 |
DisclosureSEC source: 0001469367-19-000191 · wf-form4_157447434196289.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,572 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 1,098 shares acquired under the Issuer's employee stock purchase plan. Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 21:39 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001469367-19-000166 · wf-form4_157126194024764.xml · derivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,661 Underlying: Common Stock · 6,000 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. F2 · 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 |
| October 15, 2019 Filed Oct 16, 2019 21:39 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 6,000 | $17.16 | $102,960.00 |
DisclosureSEC source: 0001469367-19-000166 · wf-form4_157126194024764.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,474 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 21:39 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 6,000 | $5.00 | $30,000.00 |
DisclosureSEC source: 0001469367-19-000166 · wf-form4_157126194024764.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,474 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 27, 2019 Filed Oct 2, 2019 00:45 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 781 | $16.60 | $12,964.60 |
DisclosureSEC source: 0001469367-19-000145 · wf-form4_156997708872223.xml · nonDerivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,474 F2 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. F3 · balance_after: Shares held following the reported transactions include 50,474 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| September 20, 2019 Filed Sep 20, 2019 22:53 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1,371 | $17.43 | $23,896.53 |
DisclosureSEC source: 0001469367-19-000140 · wf-form4_156901997995535.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,342 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 15, 2019 Filed Oct 2, 2019 00:45 UTC | Sunrun Inc. RUN · Entity 4507 | Tax withholdingCommon Stock | 2,118 | $15.96 | $33,803.28 |
DisclosureSEC source: 0001469367-19-000145 · wf-form4_156997708872223.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,255 F1 · shares: On the date listed, Restricted Stock Units ("RSUs") granted under the Company's 2015 Equity Incentive Plan became vested, for which taxes became due and payable. The shares indicated were withheld by the Company for the payment of these taxes, and the resulting share forfeiture was inadvertently not reported in previous Section 16 reports. Read SEC document |
| September 11, 2019 Filed Sep 13, 2019 22:17 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 984 | $15.38 | $15,133.92 |
DisclosureSEC source: 0001469367-19-000134 · wf-form4_156841300483525.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,713 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 03, 2019 Filed Oct 2, 2019 00:45 UTC | Sunrun Inc. RUN · Entity 4507 | Tax withholdingCommon Stock | 969 | $15.33 | $14,854.77 |
DisclosureSEC source: 0001469367-19-000145 · wf-form4_156997708872223.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,373 F1 · shares: On the date listed, Restricted Stock Units ("RSUs") granted under the Company's 2015 Equity Incentive Plan became vested, for which taxes became due and payable. The shares indicated were withheld by the Company for the payment of these taxes, and the resulting share forfeiture was inadvertently not reported in previous Section 16 reports. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 21:21 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $6.40 | $0.00 |
DisclosureSEC source: 0001469367-19-000130 · wf-form4_156564488241191.xml · derivative · entry 3 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,246 Underlying: Common Stock · 7,500 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. F2 · derivative.exercise_date: 25% of the shares subject to the option vested on March 3, 2017, 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 08, 2019 Filed Aug 12, 2019 21:21 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 7,500 | $18.41 | $138,075.00 |
DisclosureSEC source: 0001469367-19-000130 · wf-form4_156564488241191.xml · nonDerivative · entry 2 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,697 F1 · kind: The sales reported by the Reporting Person were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 21:21 UTC | Sunrun Inc. RUN · Entity 4507 | Exercise / conversionCommon Stock | 7,500 | $6.40 | $48,000.00 |
DisclosureSEC source: 0001469367-19-000130 · wf-form4_156564488241191.xml · nonDerivative · entry 1 Philpot Michelle · CIK 0001290083 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,197 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.