Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SUNation Energy, Inc.PEGY · Entity 7787 | CORPORATE CONTROLLER | 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 | 93,928 |
Reported balance
After 2024-05-15 transaction · row 1
1 source rowRow 1 · 2024-05-15 · Tax withholding · Disposed 7,906 · Balance 93,928 F1: Represents shares withheld by the Company to satisfy tax withholding obligations on the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 2,380.435 |
Reported balance
Holding disclosure · report date 2024-05-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,380.435 |
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 |
|---|---|---|---|---|---|---|
| March 28, 2018 Filed Mar 30, 2018 18:25 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Tax withholdingCommon Stock | 328 | $3.56 | $1,167.68 |
DisclosureSEC source: 0000897101-18-000329 · csi180811hlavka_4.xml · nonDerivative · entry 2 Hlavka Kristin · CIK 0001523124 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,651 Read SEC document |
| March 28, 2018 Filed Mar 30, 2018 18:25 UTC | SUNation Energy, Inc. JCS · Entity 7787 | GrantCommon Stock | 914 | $0.00 | $0.00 |
DisclosureSEC source: 0000897101-18-000329 · csi180811hlavka_4.xml · nonDerivative · entry 1 Hlavka Kristin · CIK 0001523124 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,979 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 17:53 UTC | SUNation Energy, Inc. JCS · Entity 7787 | GrantStock Option (Right-to-Buy) · Derivative | 9,857 | $0.00 Strike: $3.61 | $0.00 |
DisclosureSEC source: 0001615594-18-000022 · primary_doc.xml · derivative · entry 2 Hlavka Kristin · CIK 0001523124 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,857 Underlying: Common Stock · 9,857 shares Expires 2025-03-09 F2 · derivative.exercise_date: Option vests as to 25% on each of the first four anniversaries of the date of grant. Read SEC document |
| November 28, 2017 Filed Feb 15, 2018 14:33 UTC | SUNation Energy, Inc. JCS · Entity 7787 | GrantCommon Stock | 166 | $3.62 | $600.92 |
DisclosureSEC source: 0001615594-18-000010 · primary_doc.xml · nonDerivative · entry 1 Hlavka Kristin · CIK 0001523124 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,834 F1 · balance_after: Reflects all Employee Stock Purchase Plan and ESOP issuances through 12/31/2017. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:06 UTC | SUNation Energy, Inc. JCS · Entity 7787 | GrantStock Option (Right-to-Buy) · Derivative | 9,570 | $0.00 Strike: $4.40 | $0.00 |
DisclosureSEC source: 0001615594-17-000028 · primary_doc.xml · derivative · entry 2 Hlavka Kristin · CIK 0001523124 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,570 Underlying: Common Stock · 9,570 shares Expires 2024-03-24 F2 · derivative.exercise_date: Option vests as to 25% on each of the first four anniversaries of the date of grant. Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 22:07 UTC | SUNation Energy, Inc. JCS · Entity 7787 | GrantCommon Stock | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0000897101-17-000389 · csi170969hlavka_4.xml · nonDerivative · entry 1 Hlavka Kristin · CIK 0001523124 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,317 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 19:23 UTC | SUNation Energy, Inc. JCS · Entity 7787 | GrantStock Option (Right-to-Buy) · Derivative | 2,000 | $0.00 Strike: $4.55 | $0.00 |
DisclosureSEC source: 0001615594-17-000012 · primary_doc.xml · derivative · entry 2 Hlavka Kristin · CIK 0001523124 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2024-02-24 F2 · derivative.exercise_date: Option vests as to 50% on each of the first two anniversaries of date of grant. 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.