STOCK TITAN

Energy Impact Partners (NASDAQ: EROC) reports major indirect ERock ownership

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Energy Impact Partners–affiliated funds reported a major ownership stake in ERock, Inc. on a Form 3. EIP Flagship Fund I ER Holdings LLC directly holds Class B Units of Enchanted Rock Holdings LLC that correspond to 89,396,416 shares of Class A Common Stock on an exchange basis.

The same group also indirectly holds 107,739 Class M Units, which are fully vested “profits interests” that can convert into Class B Units and then into Class A Common Stock under a formula tied to distribution values. The related Class B Common Stock carries voting rights but no economic value and is issued one share per Class B Unit.

Positive

  • None.

Negative

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Insider Energy Impact Partners LLC, EIP Flagship Fund I ER Holdings LLC, EIF ER Holdings LLC, Energy Impact Fund (FT-B) LP, Energy Impact Fund (FT-D) LP
Role null | null | null | null | null
Type Security Shares Price Value
holding Class B Units -- -- --
holding Class M Units -- -- --
holding Class B Common Stock -- -- --
Holdings After Transaction: Class B Units — 89,396,416 shares (Indirect, See Footnotes); Class M Units — 107,739 shares (Indirect, See Footnotes); Class B Common Stock — 89,396,416 shares (Indirect, See Footnotes)
Footnotes (1)
  1. Shares of the Issuer's Class B common stock ("Class B Common Stock") have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Class B Unit ("Class B Units") of Enchanted Rock Holdings LLC ("ER Holdings") held. Upon an exchange of Class B Units for shares of the Issuer's Class A common stock ("Class A Common Stock"), an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled. These securities are directly held by EIP Flagship Fund I ER Holdings LLC ("Flagship"). Each of EIF ER Holdings LLC ("EIF ER Holdings", as the sole owner of Flagship), Energy Impact Fund (FT-D) LP ("FT-D", as owner of EIF ER Holdings), Energy Impact Partners LLC ("EIP LLC", as the managing member of EIF ER Holdings and the general partner of FT-D) and Hans Kobler, a nominee to the Issuer's Board of Directors ("Board") (as the managing member of EIP LLC), may also be deemed to be the beneficial owners having shared voting power and shared investment power of the securities held by Flagship. Voting and investment decisions with respect to the securities described in this Form 3 are made by the investment committee of EIP LLC, which comprises seven individuals, including Mr. Kobler, Lindsay Luger and Sameer Reddy, each of whom is a nominee to the Issuer's Board. Each member of this investment committee disclaims beneficial ownership of all securities described in this Form 3 except to the extent of his or her pecuniary interest therein. The Class B Units are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A Common Stock. Reflect Class M Units ("Class M Units") of ER Holdings, which are "profits interests" for U.S. federal income tax purposes. Vested Class M Units are convertible, at the holder's option, into a number of Class B Units generally equal to the product of (a) the number of vested Class M Units to be converted, and (b) a fraction, the numerator of which is the amount that would be distributed in respect of a vested Class M Unit (taking into account the applicable threshold amount), and the denominator of which is the amount that would be distributed in respect of a Class B Unit, in each case if, immediately before the exchange, ER Holdings were to sell all of its assets for their fair market values, pay any liabilities, and distribute the proceeds available for distribution, subject to certain adjustments. Class M Units have no expiration date. All of these Class M Units have vested.
Indirect Class B Units 89,396,416 units Exchangeable one-for-one into Class A Common Stock
Class M Units 107,739 units Fully vested profits interests convertible into Class B Units
Underlying Class A shares (Class B Units) 89,396,416 shares Underlying security for Class B Units
Underlying Class A shares (Class M Units) 107,739 shares Underlying security for Class M Units
Class B Common Stock financial
"Shares of the Issuer's Class B common stock ("Class B Common Stock") have no economic value and have one vote per share."
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
Class B Units financial
"One share of Class B Common Stock is issued for each Class B Unit ("Class B Units") of Enchanted Rock Holdings LLC ("ER Holdings") held."
Class M Units financial
"Reflect Class M Units ("Class M Units") of ER Holdings, which are "profits interests" for U.S. federal income tax purposes."
profits interests financial
"Class M Units ("Class M Units") of ER Holdings, which are "profits interests" for U.S. federal income tax purposes."
beneficial owners financial
"may also be deemed to be the beneficial owners having shared voting power and shared investment power of the securities held by Flagship."
Beneficial owners are the people or entities that actually enjoy the economic benefits and control of shares or other assets, even when legal title is held by someone else such as a broker, custodian or trustee. Investors pay attention because beneficial owners hold the real voting power, receive dividends and can influence strategy and takeover outcomes — like the driver of a car who uses and maintains it while the bank holds the title — so disclosure shows who truly controls and benefits.
pecuniary interest financial
"disclaims beneficial ownership of all securities described in this Form 3 except to the extent of his or her pecuniary interest therein."
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SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
Energy Impact Partners LLC

(Last)(First)(Middle)
600 THIRD AVENUE, 38TH FLOOR

(Street)
NEW YORK NEW YORK 10016

(City)(State)(Zip)

UNITED STATES

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
06/09/2026
3. Issuer Name and Ticker or Trading Symbol
ERock, Inc. [ EROC ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
DirectorX10% Owner
Officer (give title below)Other (specify below)
6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
XForm filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Class B Common Stock89,396,416(1)ISee Footnotes(2)(3)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Class B Units (4) (4)Class A Common Stock89,396,416(4)ISee Footnotes(2)(3)
Class M Units (4)(5)(6) (4)(5)(6)Class A Common Stock107,739(4)(5)(6)ISee Footnotes(2)(3)
1. Name and Address of Reporting Person*
Energy Impact Partners LLC

(Last)(First)(Middle)
600 THIRD AVENUE, 38TH FLOOR

(Street)
NEW YORK NEW YORK 10016

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
EIP Flagship Fund I ER Holdings LLC

(Last)(First)(Middle)
600 THIRD AVENUE, 38TH FLOOR

(Street)
NEW YORK NEW YORK 10016

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
EIF ER Holdings LLC

(Last)(First)(Middle)
600 THIRD AVENUE, 38TH FLOOR

(Street)
NEW YORK NEW YORK 10016

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Energy Impact Fund (FT-B) LP

(Last)(First)(Middle)
600 THIRD AVENUE, 38TH FLOOR

(Street)
NEW YORK NEW YORK 10016

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Energy Impact Fund (FT-D) LP

(Last)(First)(Middle)
600 THIRD AVENUE, 38TH FLOOR

(Street)
NEW YORK NEW YORK 10016

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
Explanation of Responses:
1. Shares of the Issuer's Class B common stock ("Class B Common Stock") have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Class B Unit ("Class B Units") of Enchanted Rock Holdings LLC ("ER Holdings") held. Upon an exchange of Class B Units for shares of the Issuer's Class A common stock ("Class A Common Stock"), an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled.
2. These securities are directly held by EIP Flagship Fund I ER Holdings LLC ("Flagship").
3. Each of EIF ER Holdings LLC ("EIF ER Holdings", as the sole owner of Flagship), Energy Impact Fund (FT-D) LP ("FT-D", as owner of EIF ER Holdings), Energy Impact Partners LLC ("EIP LLC", as the managing member of EIF ER Holdings and the general partner of FT-D) and Hans Kobler, a nominee to the Issuer's Board of Directors ("Board") (as the managing member of EIP LLC), may also be deemed to be the beneficial owners having shared voting power and shared investment power of the securities held by Flagship. Voting and investment decisions with respect to the securities described in this Form 3 are made by the investment committee of EIP LLC, which comprises seven individuals, including Mr. Kobler, Lindsay Luger and Sameer Reddy, each of whom is a nominee to the Issuer's Board. Each member of this investment committee disclaims beneficial ownership of all securities described in this Form 3 except to the extent of his or her pecuniary interest therein.
4. The Class B Units are exchangeable, at the holder's option, on a one-for-one basis into shares of Class A Common Stock.
5. Reflect Class M Units ("Class M Units") of ER Holdings, which are "profits interests" for U.S. federal income tax purposes. Vested Class M Units are convertible, at the holder's option, into a number of Class B Units generally equal to the product of (a) the number of vested Class M Units to be converted, and (b) a fraction, the numerator of which is the amount that would be distributed in respect of a vested Class M Unit (taking into account the applicable threshold amount), and the denominator of which is the amount that would be distributed in respect of a Class B Unit, in each case if, immediately before the exchange, ER Holdings were to sell all of its assets for their fair market values, pay any liabilities, and distribute the proceeds available for distribution, subject to certain adjustments. Class M Units have no expiration date.
6. All of these Class M Units have vested.
Remarks:
Exhibit 24 - Power of Attorney
/s/ Energy Impact Partners LLC, Daniel Reichert as attorney-in-fact06/09/2026
/s/ EIP Flagship Fund I ER Holdings LLC, Daniel Reichert as attorney-in-fact06/09/2026
/s/ EIF ER Holdings LLC, Daniel Reichert as attorney-in-fact06/09/2026
/s/ Energy Impact Fund (FT-B) LP, Daniel Reichert as attorney-in-fact06/09/2026
/s/ Energy Impact Fund (FT-D) LP, Daniel Reichert as attorney-in-fact06/09/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

FAQ

What does the Energy Impact Partners Form 3 for ERock (EROC) disclose?

The Form 3 shows Energy Impact Partners–affiliated entities as significant owners of ERock through interests in Enchanted Rock Holdings LLC. They report large indirect positions tied to Class B Units and Class M Units, which are ultimately exchangeable into ERock Class A Common Stock.

How many ERock-linked units do Energy Impact Partners entities report holding?

They report interests corresponding to 89,396,416 Class B Units and 107,739 Class M Units of Enchanted Rock Holdings LLC. Both are ultimately exchangeable into ERock Class A Common Stock, giving Energy Impact Partners significant potential equity exposure in the company.

What is ERock’s Class B Common Stock reported in the Form 3 for EROC?

Class B Common Stock has no economic value and provides one vote per share. One Class B Common share is issued for each Class B Unit of Enchanted Rock Holdings LLC held, and those shares are automatically cancelled when the related Class B Units are exchanged into Class A Common Stock.

What are the Class M Units mentioned in ERock (EROC) Energy Impact Partners’ Form 3?

Class M Units are described as “profits interests” for U.S. federal income tax purposes. Vested Class M Units can convert into Class B Units using a formula based on hypothetical distributions. All reported Class M Units have vested, giving holders potential future conversion into additional equity-linked interests.