| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Correlate Energy Corp. | President and CEO, Director, 10%+ Owner | Common Stock | 3,677,216 | $5,699,685 | $1.55 | 14 Jun 2024 | Direct |
| Correlate Energy Corp. | President and CEO, Director, 10%+ Owner | Common Stock | 500,809 | $776,254 | $1.55 | 14 Jun 2024 | By Spouse |
| Correlate Energy Corp. | President and CEO, Director, 10%+ Owner | Series A Preferred Stock | 1,495,202 | 14 Jun 2024 | Direct | ||
| Correlate Energy Corp. | President and CEO, Director, 10%+ Owner | Warrant | 1,344,000 | 23 May 2024 | Direct | ||
| Correlate Energy Corp. | President and CEO, Director, 10%+ Owner | Convertible Promissory Note | 1,264,000 | 23 May 2024 | Direct | ||
| Correlate Energy Corp. | President and CEO, Director, 10%+ Owner | Series A Preferred Stock | 313,852 | 14 Jun 2024 | By Spouse | ||
| Correlate Energy Corp. | President and CEO, Director, 10%+ Owner | Warrant | 50,000 | 23 May 2024 | By Spouse |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CIPI | Correlate Energy Corp. | 14 Jun 2024 | 8 | +$44,121,388 | 4 | President and CEO, Director, 10%+ Owner | 21 Jun 2024, 15:52 |
| CIPI | Correlate Energy Corp. | 23 May 2024 | 2 | +$5,120,000,000 | 4 | President and CEO, Director, 10%+ Owner | 30 May 2024, 12:08 |
| CIPI | Correlate Energy Corp. | 24 Oct 2023 | 2 | $0 | 4 | President and CEO, Director, 10%+ Owner | 27 Oct 2023, 08:04 |
| CIPI | Correlate Infrastructure Partners, Inc. | 24 Jan 2023 | 1 | $0 | 4 | President and CEO, Director, 10%+ Owner | 25 Jan 2023, 11:20 |
| CIPI | Correlate Infrastructure Partners, Inc. | 07 Sep 2022 | 1 | $0 | 4 | President and CEO, Director, 10%+ Owner | 12 Sep 2022, 14:10 |
| CIPI | TRICCAR INC. | 28 Dec 2021 | 0 | $0 | 3 | CEO and President, Director | 31 Jan 2022, 12:57 |