organization · Reporting owner
LHX Intermediate, LLC
Disclosed activity across 1 company
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Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zeo Energy Corp.ZEO · Entity 7703 | 10% owner | October 30, 2025 | November 20, 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.
Zeo Energy Corp.
Report date October 30, 2025 · Filed November 20, 2025
Jointly reported with WHITE OAK GLOBAL ADVISORS LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 9,931,851 |
Reported balance
After 2025-10-30 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2025-10-30 · Conversion · Acquired 1,851,851 · Balance 9,931,851 F1: On December 24, 2024 (the "Issue Date"), Zeo Energy Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"), subject to the terms and conditions set forth in the Promissory Note. On October 30, 2025 (the "Repayment Date"), the Issuer issued 1,851,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock") to LHX upon the Issuer's conversion of the Promissory Note held by LHX in the principal amount of $2,500,000 at a conversion price of $1.35 per share. The term of the Promissory Note expired on the Repayment Date. F2: The securities of the Issuer are held directly by LHX. White Oak Global Advisors, LLC ("WOGA") is the manager of the funds and accounts that own LHX. WOGA disclaims beneficial ownership with respect to any securities of the Issuer held by LHX, except to the extent of its pecuniary interest in such securities. Investment and voting decisions for WOGA are made by a simple majority vote of its investment committee. Therefore, no individual member of the investment committee is considered to be the beneficial owner of the securities of the Issuer held by LHX, except to the extent of his or her pecuniary interest in such securities. |
| Promissory NoteSEC Table II · derivative / convertible security · Conversion / exercise price $1.35 | Direct | 0 |
Reported balance
After 2025-10-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-10-30 · Conversion · Disposed Not disclosed · Balance 0 F1: On December 24, 2024 (the "Issue Date"), Zeo Energy Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"), subject to the terms and conditions set forth in the Promissory Note. On October 30, 2025 (the "Repayment Date"), the Issuer issued 1,851,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock") to LHX upon the Issuer's conversion of the Promissory Note held by LHX in the principal amount of $2,500,000 at a conversion price of $1.35 per share. The term of the Promissory Note expired on the Repayment Date. F2: The securities of the Issuer are held directly by LHX. White Oak Global Advisors, LLC ("WOGA") is the manager of the funds and accounts that own LHX. WOGA disclaims beneficial ownership with respect to any securities of the Issuer held by LHX, except to the extent of its pecuniary interest in such securities. Investment and voting decisions for WOGA are made by a simple majority vote of its investment committee. Therefore, no individual member of the investment committee is considered to be the beneficial owner of the securities of the Issuer held by LHX, except to the extent of his or her pecuniary interest in such securities. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 24, 2024 (the "Issue Date"), Zeo Energy Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"), subject to the terms and conditions set forth in the Promissory Note. On October 30, 2025 (the "Repayment Date"), the Issuer issued 1,851,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock") to LHX upon the Issuer's conversion of the Promissory Note held by LHX in the principal amount of $2,500,000 at a conversion price of $1.35 per share. The term of the Promissory Note expired on the Repayment Date.
F2: The securities of the Issuer are held directly by LHX. White Oak Global Advisors, LLC ("WOGA") is the manager of the funds and accounts that own LHX. WOGA disclaims beneficial ownership with respect to any securities of the Issuer held by LHX, except to the extent of its pecuniary interest in such securities. Investment and voting decisions for WOGA are made by a simple majority vote of its investment committee. Therefore, no individual member of the investment committee is considered to be the beneficial owner of the securities of the Issuer held by LHX, except to the extent of his or her pecuniary interest in such securities.
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 |
|---|---|---|---|---|---|---|
| October 30, 2025 Filed Nov 20, 2025 17:00 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionPromissory Note · Derivative | Not disclosed | Not disclosed Strike: $1.35 | $2,500,000.00 |
DisclosureSEC source: 0001493152-25-024481 · ownership.xml · derivative · entry 2 LHX Intermediate, LLC · CIK 0002046915 · 10% owner WHITE OAK GLOBAL ADVISORS LLC · CIK 0001420562 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,851,851 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: On December 24, 2024 (the "Issue Date"), Zeo Energy Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"), subject to the terms and conditions set forth in the Promissory Note. On October 30, 2025 (the "Repayment Date"), the Issuer issued 1,851,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock") to LHX upon the Issuer's conversion of the Promissory Note held by LHX in the principal amount of $2,500,000 at a conversion price of $1.35 per share. The term of the Promissory Note expired on the Repayment Date. F1 · kind: On December 24, 2024 (the "Issue Date"), Zeo Energy Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"), subject to the terms and conditions set forth in the Promissory Note. On October 30, 2025 (the "Repayment Date"), the Issuer issued 1,851,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock") to LHX upon the Issuer's conversion of the Promissory Note held by LHX in the principal amount of $2,500,000 at a conversion price of $1.35 per share. The term of the Promissory Note expired on the Repayment Date. F1 · reported_value: On December 24, 2024 (the "Issue Date"), Zeo Energy Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"), subject to the terms and conditions set forth in the Promissory Note. On October 30, 2025 (the "Repayment Date"), the Issuer issued 1,851,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock") to LHX upon the Issuer's conversion of the Promissory Note held by LHX in the principal amount of $2,500,000 at a conversion price of $1.35 per share. The term of the Promissory Note expired on the Repayment Date. F1 · price: On December 24, 2024 (the "Issue Date"), Zeo Energy Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"), subject to the terms and conditions set forth in the Promissory Note. On October 30, 2025 (the "Repayment Date"), the Issuer issued 1,851,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock") to LHX upon the Issuer's conversion of the Promissory Note held by LHX in the principal amount of $2,500,000 at a conversion price of $1.35 per share. The term of the Promissory Note expired on the Repayment Date. F1 · derivative.exercise_date: On December 24, 2024 (the "Issue Date"), Zeo Energy Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"), subject to the terms and conditions set forth in the Promissory Note. On October 30, 2025 (the "Repayment Date"), the Issuer issued 1,851,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock") to LHX upon the Issuer's conversion of the Promissory Note held by LHX in the principal amount of $2,500,000 at a conversion price of $1.35 per share. The term of the Promissory Note expired on the Repayment Date. F1 · derivative.expiration_date: On December 24, 2024 (the "Issue Date"), Zeo Energy Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"), subject to the terms and conditions set forth in the Promissory Note. On October 30, 2025 (the "Repayment Date"), the Issuer issued 1,851,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock") to LHX upon the Issuer's conversion of the Promissory Note held by LHX in the principal amount of $2,500,000 at a conversion price of $1.35 per share. The term of the Promissory Note expired on the Repayment Date. F2 · ownership.direct: The securities of the Issuer are held directly by LHX. White Oak Global Advisors, LLC ("WOGA") is the manager of the funds and accounts that own LHX. WOGA disclaims beneficial ownership with respect to any securities of the Issuer held by LHX, except to the extent of its pecuniary interest in such securities. Investment and voting decisions for WOGA are made by a simple majority vote of its investment committee. Therefore, no individual member of the investment committee is considered to be the beneficial owner of the securities of the Issuer held by LHX, except to the extent of his or her pecuniary interest in such securities. Read SEC document |
| October 30, 2025 Filed Nov 20, 2025 17:00 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass A Common Stock | 1,851,851 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-25-024481 · ownership.xml · nonDerivative · entry 1 LHX Intermediate, LLC · CIK 0002046915 · 10% owner WHITE OAK GLOBAL ADVISORS LLC · CIK 0001420562 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,931,851 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: On December 24, 2024 (the "Issue Date"), Zeo Energy Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"), subject to the terms and conditions set forth in the Promissory Note. On October 30, 2025 (the "Repayment Date"), the Issuer issued 1,851,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock") to LHX upon the Issuer's conversion of the Promissory Note held by LHX in the principal amount of $2,500,000 at a conversion price of $1.35 per share. The term of the Promissory Note expired on the Repayment Date. F1 · price: On December 24, 2024 (the "Issue Date"), Zeo Energy Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"), subject to the terms and conditions set forth in the Promissory Note. On October 30, 2025 (the "Repayment Date"), the Issuer issued 1,851,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock") to LHX upon the Issuer's conversion of the Promissory Note held by LHX in the principal amount of $2,500,000 at a conversion price of $1.35 per share. The term of the Promissory Note expired on the Repayment Date. F1 · acquired: On December 24, 2024 (the "Issue Date"), Zeo Energy Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"), subject to the terms and conditions set forth in the Promissory Note. On October 30, 2025 (the "Repayment Date"), the Issuer issued 1,851,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock") to LHX upon the Issuer's conversion of the Promissory Note held by LHX in the principal amount of $2,500,000 at a conversion price of $1.35 per share. The term of the Promissory Note expired on the Repayment Date. F2 · ownership.direct: The securities of the Issuer are held directly by LHX. White Oak Global Advisors, LLC ("WOGA") is the manager of the funds and accounts that own LHX. WOGA disclaims beneficial ownership with respect to any securities of the Issuer held by LHX, except to the extent of its pecuniary interest in such securities. Investment and voting decisions for WOGA are made by a simple majority vote of its investment committee. Therefore, no individual member of the investment committee is considered to be the beneficial owner of the securities of the Issuer held by LHX, except to the extent of his or her pecuniary interest in such securities. Read SEC document |
| December 24, 2024 Filed Nov 20, 2025 17:00 UTC | Zeo Energy Corp. ZEO · Entity 7703 | OtherPromissory Note · Derivative | Not disclosed | Not disclosed Strike: $1.35 | $2,500,000.00 |
DisclosureSEC source: 0001493152-25-024480 · ownership.xml · derivative · entry 1 LHX Intermediate, LLC · CIK 0002046915 · 10% owner WHITE OAK GLOBAL ADVISORS LLC · CIK 0001420562 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,851,851 Underlying: Class A Common Stock · 1,851,851 shares Expires not disclosed F1 · derivative.exercise_price: On December 24, 2024 (the "Issue Date"), Zeo Energy, Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"). On the Issue Date, the outstanding principal amount of the Loan was $2,500,000. Subject to the terms and conditions set forth in the Promissory Note, the Issuer could borrow up to an additional $1,500,000 in the aggregate upon the achievement of certain milestones specified in the Promissory Note. F1 · kind: On December 24, 2024 (the "Issue Date"), Zeo Energy, Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"). On the Issue Date, the outstanding principal amount of the Loan was $2,500,000. Subject to the terms and conditions set forth in the Promissory Note, the Issuer could borrow up to an additional $1,500,000 in the aggregate upon the achievement of certain milestones specified in the Promissory Note. F2 · kind: The Loan will be repaid in full (the "Repayment") by issuing to LHX or its designee a number of the Issuer's shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock"), equal to the quotient of (i) the outstanding and unpaid amount of the Loan, divided by (ii) $1.35 (the "Share Issuance"), subject to stockholder approval under the rules of The Nasdaq Stock Market LLC. The Repayment shall take place immediately following the later of: (x) the day falling on the first anniversary of the Issue Date (or, if such day is not a business day, the immediately previous business day) and (y) the date on which the stockholders of the Issuer approve the Share Issuance. F1 · reported_value: On December 24, 2024 (the "Issue Date"), Zeo Energy, Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"). On the Issue Date, the outstanding principal amount of the Loan was $2,500,000. Subject to the terms and conditions set forth in the Promissory Note, the Issuer could borrow up to an additional $1,500,000 in the aggregate upon the achievement of certain milestones specified in the Promissory Note. F1 · price: On December 24, 2024 (the "Issue Date"), Zeo Energy, Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"). On the Issue Date, the outstanding principal amount of the Loan was $2,500,000. Subject to the terms and conditions set forth in the Promissory Note, the Issuer could borrow up to an additional $1,500,000 in the aggregate upon the achievement of certain milestones specified in the Promissory Note. F2 · price: The Loan will be repaid in full (the "Repayment") by issuing to LHX or its designee a number of the Issuer's shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock"), equal to the quotient of (i) the outstanding and unpaid amount of the Loan, divided by (ii) $1.35 (the "Share Issuance"), subject to stockholder approval under the rules of The Nasdaq Stock Market LLC. The Repayment shall take place immediately following the later of: (x) the day falling on the first anniversary of the Issue Date (or, if such day is not a business day, the immediately previous business day) and (y) the date on which the stockholders of the Issuer approve the Share Issuance. F1 · derivative.exercise_date: On December 24, 2024 (the "Issue Date"), Zeo Energy, Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"). On the Issue Date, the outstanding principal amount of the Loan was $2,500,000. Subject to the terms and conditions set forth in the Promissory Note, the Issuer could borrow up to an additional $1,500,000 in the aggregate upon the achievement of certain milestones specified in the Promissory Note. F2 · derivative.exercise_date: The Loan will be repaid in full (the "Repayment") by issuing to LHX or its designee a number of the Issuer's shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock"), equal to the quotient of (i) the outstanding and unpaid amount of the Loan, divided by (ii) $1.35 (the "Share Issuance"), subject to stockholder approval under the rules of The Nasdaq Stock Market LLC. The Repayment shall take place immediately following the later of: (x) the day falling on the first anniversary of the Issue Date (or, if such day is not a business day, the immediately previous business day) and (y) the date on which the stockholders of the Issuer approve the Share Issuance. F1 · derivative.expiration_date: On December 24, 2024 (the "Issue Date"), Zeo Energy, Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"). On the Issue Date, the outstanding principal amount of the Loan was $2,500,000. Subject to the terms and conditions set forth in the Promissory Note, the Issuer could borrow up to an additional $1,500,000 in the aggregate upon the achievement of certain milestones specified in the Promissory Note. F2 · derivative.expiration_date: The Loan will be repaid in full (the "Repayment") by issuing to LHX or its designee a number of the Issuer's shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock"), equal to the quotient of (i) the outstanding and unpaid amount of the Loan, divided by (ii) $1.35 (the "Share Issuance"), subject to stockholder approval under the rules of The Nasdaq Stock Market LLC. The Repayment shall take place immediately following the later of: (x) the day falling on the first anniversary of the Issue Date (or, if such day is not a business day, the immediately previous business day) and (y) the date on which the stockholders of the Issuer approve the Share Issuance. F3 · ownership.direct: The securities of the Issuer are held directly by LHX. White Oak Global Advisors, LLC ("WOGA") is the manager of the funds and accounts that own LHX. WOGA disclaims beneficial ownership with respect to any securities of the Issuer held by LHX, except to the extent of its pecuniary interest in such securities. Investment and voting decisions for WOGA are made by a simple majority vote of its investment committee. Therefore, no individual member of the investment committee is considered to be the beneficial owner of the securities of the Issuer held by LHX, except to the extent of his or her pecuniary interest in such securities. 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.