SOLV Energy CRO redeems 2,689 partnership units
SOLV Energy, Inc. Chief Revenue Officer Helena Elisabeth Kimball reported an issuer-related disposition of 2,689 SOLV Energy Management Holdings LP Units.
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Form Type
4
Rhea-AI Filing Summary
SOLV Energy, Inc. Chief Revenue Officer Helena Elisabeth Kimball reported an issuer-related disposition of 2,689 SOLV Energy Management Holdings LP Units. These MH Units were automatically redeemed for cash in connection with the full exercise of the underwriters' option in a follow-on public offering of Class A common stock.
Each MH Unit corresponds economically to one share of Class A common stock, with the price per unit equal to the $36.00 per-share offering price, net of underwriting discounts and commissions. Following this mandatory pro rata redemption, Kimball holds 193,126 MH Units.
Insider Trade Summary
Disposition: 2,689 shares
Disposition
1 txn
Insider
Kimball Helena Elisabeth
Role
Chief Revenue Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Disposition | SOLV Energy Management Holdings LP Units | 2,689 | $0.00 | $0.00 |
Holdings After Transaction:
SOLV Energy Management Holdings LP Units — 193,126 contracts (Direct)
Footnotes (4)
- F1. Pursuant to the Limited Partnership Agreement ("MH LPA") of SOLV Energy Management Holdings LP ("MH") and limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is indirectly entitled to redeem common units of Opco ("Opco LLC Interests") held by MH for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the MH LPA and the Opco LLCA.
- F2. (Continued from footnote 1) Upon a redemption of Opco LLC Interests by MH, an equal number of shares of Class B common stock of the Issuer held by MH will be surrendered to and cancelled by the Issuer for no additional consideration, and an equal number of limited partnership units in MH ("MH Units") held by the Reporting Person will be cancelled by MH. In accordance with the MH LPA, each share of Class B common stock held by MH entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests and MH Units do not have an expiration date.
- F3. In accordance with the terms of the MH LPA and Opco LLCA, represents the required, automatic and non-discretionary pro rata direct redemption for cash of 2,689 MH Units held by the Reporting Person (and the corresponding (i) surrender of an equal number of Opco LLC Interests held by MH and (ii) cancellation of an equal number of shares of Class B common stock of the Issuer held by MH) as a result of the full exercise of the underwriters' option to purchase additional shares of Class A common stock in connection with the public offering of Class A common stock by affiliates of American Securities LLC and the Issuer pursuant to the prospectus dated May 28, 2026, and accompanying registration statement on Form S-1 (File No. 333-296238), of the Issuer (the "Follow-On Offering").
- F4. Represents a price per MH Unit equal to the public offering price in the Follow-On Offering of $36.00 per share of Class A common stock, net of underwriting discounts and commissions.
Key Figures
MH Units disposed: 2,689 units
MH Unit price reference: $36.00 per unit
MH Units remaining: 193,126 units
+1 more
4 metrics
MH Units disposed
2,689 units
Automatic redemption tied to follow-on offering
MH Unit price reference
$36.00 per unit
Equal to Class A public offering price net of discounts
MH Units remaining
193,126 units
Units held by Helena Kimball after transaction
Underlying security
2,689 shares
Class A Common Stock underlying disposed MH Units
Key Terms
Limited Partnership Agreement, Opco LLC Interests, Class B common stock, Follow-On Offering, +1 more
5 terms
Limited Partnership Agreement financial
"Pursuant to the Limited Partnership Agreement ("MH LPA") of SOLV Energy Management Holdings LP"
A limited partnership agreement is the legal rulebook that sets out how a limited partnership is run, naming who manages the business, how profits and losses are split, and what rights and responsibilities each partner has. For investors, it matters because it defines who makes decisions, how much liability they carry, how and when they can get their money back, and how returns are distributed—like a household budget and authority chart for a shared venture.
Opco LLC Interests financial
"redeem common units of Opco ("Opco LLC Interests") held by MH for, at the Issuer's election"
Class B common stock financial
"cancellation of an equal number of shares of Class B common stock of the Issuer held by MH"
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.
Follow-On Offering financial
"in connection with the public offering of Class A common stock ... (the "Follow-On Offering")"
A follow-on offering is when a company sells additional shares to the public after its initial stock listing to raise more cash. For investors it matters because the new shares increase the total number of shares outstanding, which can reduce each existing shareholder’s ownership share and earnings per share—similar to baking more loaves of bread after the first batch, which means each slice represents a slightly smaller piece of the whole; the funds raised can also support growth or pay debt.
underwriters' option financial
"as a result of the full exercise of the underwriters' option to purchase additional shares"
An underwriters' option is a short-term right given to the banks handling a new stock or bond sale to buy extra shares from the issuer, usually up to a fixed percentage, to stabilize the price after the offering. For investors this acts like a safety valve: it can reduce wild price swings by allowing underwriters to add or return shares as demand changes, which helps prevent a newly issued security from falling or spiking sharply.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did SOLV Energy (MWH) report for Helena Kimball?
SOLV Energy reported Chief Revenue Officer Helena Kimball disposed of 2,689 SOLV Energy Management Holdings LP Units. The transaction was an automatic, non-discretionary redemption of MH Units tied to a follow-on public offering of Class A common stock.
How many SOLV Energy Management Holdings LP Units does Helena Kimball hold after the transaction?
After the reported transaction, Helena Kimball holds 193,126 SOLV Energy Management Holdings LP Units. This context shows the 2,689 units redeemed represent a small portion of her overall MH Unit position following the automatic pro rata adjustment.
How is the follow-on offering connected to Helena Kimball’s MH Unit redemption at SOLV Energy (MWH)?
The redemption of 2,689 MH Units was required under the MH LPA and Opco LLCA because underwriters fully exercised their option to purchase additional Class A common shares in a follow-on offering, triggering a pro rata cash redemption of units held by Kimball.
AI-generated analysis. How Rhea-AI works. Not financial advice.
