Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SUNation Energy, Inc.PEGY · Entity 7787 | Director · CHIEF EXECUTIVE OFFICER | May 15, 2024 | May 17, 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.
SUNation Energy, Inc.
Report date May 15, 2024 · Filed May 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 388,532 |
Reported balance
After 2024-05-15 transaction · row 1
1 source rowRow 1 · 2024-05-15 · Tax withholding · Disposed 10,768 · Balance 388,532 F1: Represents shares withheld by the Company to satisfy tax withholding obligations on the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Company to satisfy tax withholding obligations on the vesting of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| May 15, 2024 Filed May 17, 2024 21:05 UTC | SUNation Energy, Inc. PEGY · Entity 7787 | Tax withholdingCommon Stock | 10,768 | $0.09 | $969.12 |
DisclosureSEC source: 0001415889-24-013573 · form4-05172024_090520.xml · nonDerivative · entry 1 Udseth Kyle · CIK 0001879274 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 388,532 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations on the vesting of restricted stock units. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 21:00 UTC | SUNation Energy, Inc. PEGY · Entity 7787 | Tax withholdingCommon Stock | 27,265 | $0.07 | $1,908.55 |
DisclosureSEC source: 0001415889-24-008971 · form4-03222024_090305.xml · nonDerivative · entry 1 Udseth Kyle · CIK 0001879274 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399,300 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations on the vesting of restricted stock units. Read SEC document |
| November 03, 2023 Filed Nov 22, 2023 14:16 UTC | SUNation Energy, Inc. PEGY · Entity 7787 | OtherCommon Stock | 15,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-015376 · form4-11222023_021144.xml · nonDerivative · entry 1 Udseth Kyle · CIK 0001879274 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426,565 F1 · shares: As previously reported on the Form 4 filed by the reporting person on March 28, 2022, the reporting person had 15,873 shares of the issuer's common stock (the "Escrowed Shares") held in escrow by a third-party escrow agent in connection with a merger (the "Merger") between the issuer and Pineapple Energy, LLC that closed on March 28, 2022. This Form 4 is being filed to report that the Escrowed Shares were released and distributed according to the terms of an escrow agreement that was entered into on the closing date of the Merger by and among the issuer and certain Pineapple shareholders. Read SEC document |
| September 20, 2023 Filed Sep 22, 2023 20:54 UTC | SUNation Energy, Inc. PEGY · Entity 7787 | Tax withholdingCommon Stock | 23,240 | $0.97 | $22,542.80 |
DisclosureSEC source: 0001415889-23-013517 · form4-09222023_080948.xml · nonDerivative · entry 1 Udseth Kyle · CIK 0001879274 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 442,438 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations on the vesting of restricted stock units. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:18 UTC | SUNation Energy, Inc. PEGY · Entity 7787 | GrantCommon Stock | 107,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-008200 · form4-05172023_080537.xml · nonDerivative · entry 1 Udseth Kyle · CIK 0001879274 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 465,678 F1 · shares: The restricted stock units ("RSUs") vest as follows: one-third of the RSUs vest on each of the first three anniversaries of the grant date. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 20:37 UTC | SUNation Energy, Inc. PEGY · Entity 7787 | GrantCommon Stock | 227,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-009866 · form4-09222022_010912.xml · nonDerivative · entry 1 Udseth Kyle · CIK 0001879274 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,535 F1 · shares: Restricted Stock Units that vest as follows: 75,949 vest 12 months, 75,949 vest 18 months, and 75,950 vest 30 months from the date of the grant. Read SEC document |
| March 28, 2022 Filed Mar 29, 2022 01:21 UTC | SUNation Energy, Inc. PEGY · Entity 7787 | GrantCommon Stock | 130,687 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-003408 · form4-03282022_060352.xml · nonDerivative · entry 1 Udseth Kyle · CIK 0001879274 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,687 F1 · price: The reporting person acquired 83,068 shares of issuer common stock, par value $0.05 per share (the "Common Stock"), in exchange for 850,000 Class P Units of Pineapple Energy, LLC ("Pineapple") pursuant to Pineapple's merger into the issuer (the "Merger") on March 28, 2022 (the "Closing Date"). Additionally, on the Closing Date, the reporting person became entitled to receive 47,619 shares of Common Stock pursuant to an "earn-out" provision (the "Earn-Out Consideration") in the Merger agreement, which entitled certain Pineapple shareholders to receive additional shares of Common Stock if a funding-related condition to the closing of the Merger was satisfied by Pineapple or waived by the issuer. Of the 47,619 shares of Common Stock of Earn-Out Consideration, 15,873 shares of Common Stock are being held in escrow by a third-party escrow agent, (CONTINUED IN FOOTNOTE 2) F2 · price: (CONTINUING FROM FOOTNOTE 1) and will be distributed according to the terms of an escrow agreement that was entered into on the Closing Date by and among the issuer and certain Pineapple shareholders (the "Escrow Agreement"), which states that if the volume weighted average trading price of the Common Stock for the 30 consecutive trading days beginning on April 4, 2022 ("VWAP") is $8.00 per share of Common Stock or higher, the reporting person shall receive all of the 15,873 escrowed shares of Common Stock; however, to the extent the VWAP is below $8.00, the number of shares of Common Stock to be issued shall be reduced in accordance with the formula outlined in Section 6(c)(ii) of the Escrow Agreement. The remaining 31,746 shares of Earn-Out Consideration were issued to the reporting person in connection with the closing of the Merger. The closing price of the issuer's common stock on the Closing Date was $8.18. 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.