| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Zeo Energy Corp. | 10%+ Owner | Class A Common Stock | 9.93M | $16.4M | $1.65 | Oct 30, 2025 | Direct |
| Zeo Energy Corp. | 10%+ Owner | Promissory Note | 0 | Oct 30, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| ZEO | Zeo Energy Corp. | Oct 30, 2025 | 2 | -$2.5M | 4 | Nov 20, 2025 | 10%+ Owner |
| ZEO | Zeo Energy Corp. | Dec 24, 2024 | 1 | $2.5M | 4 | Nov 20, 2025 | 10%+ Owner |
| ZEO | Zeo Energy Corp. | Nov 1, 2024 | 0 | $0 | 3 | Dec 6, 2024 | 10%+ Owner |