Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Shoals Technologies Group, Inc.SHLS · Entity 4879 | General Counsel | July 08, 2024 | July 15, 2024 |
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.
Shoals Technologies Group, Inc.
Report date July 08, 2024 · Filed July 15, 2024 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 138,096 |
Reported balance
Holding disclosure · report date 2024-07-08 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 138,096 |
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 |
|---|---|---|---|---|---|---|
| July 08, 2024 Filed Jul 9, 2024 20:36 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 32,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-24-000074 · wk-form4_1720557382.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,096 F1 · shares: Represents a retention grant of restricted stock units, which vests 66 2/3% on July 8, 2026, and 33 1/3% on July 8, 2027, subject to the Reporting Persons continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 08, 2024 Filed Mar 11, 2024 20:37 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 3,160 | $13.04 | $41,206.40 |
DisclosureSEC source: 0001831651-24-000028 · wk-form4_1710189454.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,201 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.02 to $13.06, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 22:34 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 35,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-24-000022 · wk-form4_1709159654.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,361 F1 · shares: The reported securities are restricted stock units ("RSUs") that each represents a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on March 4, 2025, March 4, 2026, and March 4, 2027. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 15:04 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 4,835 | $13.86 | $67,013.10 |
DisclosureSEC source: 0001831651-24-000002 · wk-form4_1706713463.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,240 F1 · shares: Represents 4,835 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 11,000 RSUs and does not represent a sale by the Reporting Person. Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 21:29 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 3,310 | $14.21 | $47,035.10 |
DisclosureSEC source: 0001831651-23-000098 · wk-form4_1701898146.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,075 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.20 to $14.22, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| September 14, 2023 Filed Sep 14, 2023 22:00 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 1,990 | $21.58 | $42,944.20 |
DisclosureSEC source: 0001831651-23-000078 · wk-form4_1694728803.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,385 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.50 to $21.74, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| June 16, 2023 Filed Jun 16, 2023 21:32 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 7,279 | $24.78 | $180,373.62 |
DisclosureSEC source: 0001831651-23-000063 · wk-form4_1686951157.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,375 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.46 to $24.93, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 22:17 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 3,954 | $21.09 | $83,389.86 |
DisclosureSEC source: 0001831651-23-000030 · wf-form4_167900506419436.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,654 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 23:41 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 4,533 | $27.70 | $125,564.10 |
DisclosureSEC source: 0001831651-23-000013 · wf-form4_167546764724251.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,608 F1 · shares: Represents 4,533 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 11,000 RSUs and does not represent a sale by the Reporting Person. Read SEC document |
| January 18, 2023 Filed Jan 21, 2023 00:32 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 24,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-23-000006 · wf-form4_167426112006793.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,141 F1 · shares: The reported securities are restricted stock units ("RSUs") that each represent a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on each of the first three anniversaries of December 4, 2022 F2 · balance_after: Total has been updated to correct a technical error, which initially appeared in the Form 4 filed on August 24, 2022 by the reporting person. In that August 24, 2022 Form 4, and all subsequent Form 4s by the reporting person, the number of shares was over-reported by 16,000. Read SEC document |
| September 14, 2022 Filed Sep 16, 2022 01:47 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 2,034 | $24.87 | $50,585.58 |
DisclosureSEC source: 0000899243-22-031215 · doc4.xml · nonDerivative · entry 3 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,395 F3 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon the vesting of restricted stock units. Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 13:33 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 3,703 | $25.24 | $93,463.72 |
DisclosureSEC source: 0001831651-22-000066 · wf-form4_166134800722110.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,106 Read SEC document |
| May 23, 2022 Filed May 24, 2022 22:03 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 4,940 | $15.17 | $74,939.80 |
DisclosureSEC source: 0001831651-22-000034 · wf-form4_165342978353644.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,809 Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 22:34 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 23,913 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-015195 · doc4.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,749 F1 · shares: The reported securities are restricted stock units ("RSUs") that each represents a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on each of the first three anniversaries of April 18, 2022. Read SEC document |
| March 14, 2022 Filed Sep 16, 2022 01:47 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 1,591 | $17.10 | $27,206.10 |
DisclosureSEC source: 0000899243-22-031215 · doc4.xml · nonDerivative · entry 2 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,429 F2 · shares: Represents shares withheld by the Issuer to satisfy its withholding obligations in connection with vesting of a stock bonus of 6,531 shares. Read SEC document |
| February 01, 2022 Filed Feb 4, 2022 02:16 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 6,531 | $17.23 | $112,529.13 |
DisclosureSEC source: 0000899243-22-004752 · doc4.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,836 Read SEC document |
| January 31, 2022 Filed Sep 16, 2022 01:47 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 3,086 | $14.43 | $44,530.98 |
DisclosureSEC source: 0000899243-22-031215 · doc4.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,020 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy withholding obligations in connection with vesting of 11,000 restricted stock units. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 14:08 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 15,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043837 · doc4.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,305 F1 · shares: The reported securities are restricted stock units ("RSUs") that each represents a right to receive one share of the issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on each of the first three anniversaries of September 13, 2021 Read SEC document |
| July 19, 2021 Filed Jul 21, 2021 20:47 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock, par value $0.00001 per share | 11,941 | $27.02 | $322,645.82 |
DisclosureSEC source: 0000899243-21-029238 · doc4.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,000 F1 · shares: Represents 11,941 Class A Common Stock, par value $0.00001 per share ("Class A Common Stock") of Shoals Technologies Group, Inc. (the "Issuer") disposed of in connection with an underwritten public offering, which closed on July 19, 2021. These shares of Class A Common Stock were disposed at $27.02 per share, a public offering price of $28.00 per share less the underwriting discounts. F2 · balance_after: Represents 44,000 unvested restricted stock units ("RSU") granted to the Reporting Person on January 29, 2021. On each anniversary of the grant date, 25% of the unvested RSUs will vest subject to the Reporting Person's continued employment through each applicable vesting date. RSUs will be settled by delivery of an equal number of shares of the Issuer's Class A Common Stock, par value $0.00001 per share. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 22:53 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock, par value $0.00001 per share | 4,059 | $33.93 | $137,721.87 |
DisclosureSEC source: 0000899243-21-004238 · doc4.xml · nonDerivative · entry 2 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,941 F2 · shares: Represents 4,059 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 16,000 RSUs and does not represent a sale by the Reporting Person. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 22:53 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock, par value $0.00001 per share | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-004238 · doc4.xml · nonDerivative · entry 1 Peetz Mehgan · CIK 0001840230 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 F1 · shares: Represents 60,000 restricted stock units ("RSUs") granted to the Reporting Person in connection with the initial public offering of Shoals Technologies Group, Inc. (the "Issuer"). Of 60,000, 16,000 vested immediately upon grant. On each anniversary of the grant date, 25% of the remaining RSUs will vest subject to the Reporting Person's continued employment through each applicable vesting date. RSUs will be settled by delivery of an equal number of shares of the Issuer's Class A Common Stock, par value $0.00001 per share. 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.