Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SPRUCE POWER HOLDING CORPSPRU · Entity 7389 | Director | June 24, 2025 | December 17, 2025 |
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.
SPRUCE POWER HOLDING CORP
Report date June 24, 2025 · Filed December 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,755 |
Ending reported balance
After 2025-12-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-06-24 · Grant · Acquired 75,000 · Balance 147,755 F1: The securities awarded are in the form of restricted stock units (RSUs) that each represent a contingent right to receive one share of the issuer's common stock. Subject to the reporting person's continued service through the vesting date, the RSUs will vest on June 24, 2026. Row 2 · 2025-12-15 · Sale · Disposed 40,000 · Balance 107,755 F2: The securities were sold for the Reporting Person's tax planning purposes. F3: The price reported above is the weighted average transaction price. The range of prices for such transactions is $4.7655 to $5.10. Upon request by the Commission staff, the reporting person will provide full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities awarded are in the form of restricted stock units (RSUs) that each represent a contingent right to receive one share of the issuer's common stock. Subject to the reporting person's continued service through the vesting date, the RSUs will vest on June 24, 2026.
F2: The securities were sold for the Reporting Person's tax planning purposes.
F3: The price reported above is the weighted average transaction price. The range of prices for such transactions is $4.7655 to $5.10. Upon request by the Commission staff, the reporting person will provide full information regarding the number of shares sold at each separate price.
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 |
|---|---|---|---|---|---|---|
| December 15, 2025 Filed Dec 17, 2025 21:30 UTC | SPRUCE POWER HOLDING CORP SPRU · Entity 7389 | SaleCommon Stock | 40,000 | $5.06 | $202,280.00 |
DisclosureSEC source: 0001213900-25-123026 · ownership.xml · nonDerivative · entry 2 Nagy McBane Clara · CIK 0002027696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,755 F2 · shares: The securities were sold for the Reporting Person's tax planning purposes. F3 · price: The price reported above is the weighted average transaction price. The range of prices for such transactions is $4.7655 to $5.10. Upon request by the Commission staff, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| June 24, 2025 Filed Dec 17, 2025 21:30 UTC | SPRUCE POWER HOLDING CORP SPRU · Entity 7389 | GrantCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-123026 · ownership.xml · nonDerivative · entry 1 Nagy McBane Clara · CIK 0002027696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,755 F1 · shares: The securities awarded are in the form of restricted stock units (RSUs) that each represent a contingent right to receive one share of the issuer's common stock. Subject to the reporting person's continued service through the vesting date, the RSUs will vest on June 24, 2026. Read SEC document |
| November 27, 2024 Filed Dec 2, 2024 19:14 UTC | SPRUCE POWER HOLDING CORP SPRU · Entity 7389 | PurchaseCommon Stock | 2,000 | $2.40 | $4,800.00 |
DisclosureSEC source: 0001213900-24-104725 · ownership.xml · nonDerivative · entry 1 Nagy McBane Clara · CIK 0002027696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,755 Read SEC document |
| August 12, 2024 Filed Mar 21, 2025 19:29 UTC | SPRUCE POWER HOLDING CORP SPRU · Entity 7389 | GrantCommon Stock | 48,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006094 · form4.xml · nonDerivative · entry 1 Nagy McBane Clara · CIK 0002027696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,987 F1 · shares: The securities awarded are in the form of restricted stock units (RSUs) that each represent a contingent right to receive one share of the issuer's common stock. Subject to the reporting person's continued service through the vesting date, the RSUs will vest in full on August 12, 2025. Read SEC document |
| June 21, 2024 Filed Jun 25, 2024 17:02 UTC | SPRUCE POWER HOLDING CORP SPRU · Entity 7389 | GrantCommon Stock | 70,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-029926 · wk-form4_1719349350.xml · nonDerivative · entry 1 Nagy McBane Clara · CIK 0002027696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,755 F1 · balance_after: The securities awarded are in the form of restricted stock units (RSUs) that each represent a contingent right to receive one share of the issuer's common stock. Subjected to the reporting person's continued service through the vesting dates, one-third of the RSUs will vest on each of June 21, 2025, June 21, 2026 and June 21, 2027. 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.