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Sunrun Inc SEC Filings

RUN NASDAQ

Welcome to our dedicated page for Sunrun SEC filings (Ticker: RUN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Sunrun Inc. (Nasdaq: RUN) files a range of reports with the U.S. Securities and Exchange Commission that provide detailed insight into its residential solar, home battery storage, and home-to-grid power plant business. This page brings together those SEC filings and enhances them with AI-generated summaries to help readers understand the key points without having to parse every technical section.

Core filings such as the annual report on Form 10-K and quarterly reports on Form 10-Q describe Sunrun’s subscription-based home energy model, its solar and storage asset portfolio, risk factors, and financial performance. These documents typically include discussions of customer agreements and incentives, solar energy systems and product sales, and the company’s use of non-recourse debt and securitizations to finance its projects.

Current reports on Form 8-K are used to disclose material events. Recent 8-K filings, for example, have furnished press releases announcing quarterly financial results and have documented board-level changes such as the appointment of a new director and related committee assignments. AI summaries on this page highlight the main topics in each 8-K, including earnings metrics, guidance ranges, and governance updates.

Investors interested in capital structure and financing can review filings that discuss Sunrun’s asset-backed securitizations of leases and power purchase agreements, as well as its approach to recourse and non-recourse debt. For those tracking governance and executive matters, proxy-related filings and director compensation disclosures provide additional context.

In addition to periodic and current reports, this page offers streamlined access to any Form 4 insider transaction reports and other relevant submissions, where available. AI tools surface patterns and key disclosures so users can quickly see how Sunrun’s regulatory reporting aligns with its public statements about growth, distributed power plant operations, and financial strategy.

Rhea-AI Summary

Sunrun Inc. Chief Executive Officer Mary Powell reported a mix of stock awards and a small share sale. On February 27, 2026, she acquired 14,065, 35,192, and 221,334 shares of common stock at a price of $0.00 per share through performance-based restricted stock unit grants and certifications tied to prior awards.

The performance criteria for these PRSUs were certified as attained on February 27, 2026, with 100% of the April 10, 2023 and May 29, 2024 grants scheduled to vest on April 6, 2026, subject to continued service. On March 2, 2026, Powell sold 5,357 shares of common stock in an open-market transaction at a weighted average price of $12.3342 per share to cover tax obligations from vested restricted stock units. Following the reported transactions, she held 1,130,180 shares directly, including 819,694 restricted stock units that remain subject to forfeiture until they vest.

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Sunrun Inc. reported insider sales by Lynn Michelle Jurich. The filing lists three sales: 451 shares on 12/08/2025 for $8,026.00, 50,000 shares on 01/02/2026 for $963,878.00, and 50,000 shares on 02/02/2026 for $929,742.00. The excerpt also lists equity awards and lapses (exercises, restricted and performance stock) with grant or lapse dates and share counts.

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Sunrun Inc. filed a Form 144 reporting proposed sales of common stock by reporting person Lynn Michelle Jurich related to an Equity Compensation event described as “Performance Stock Lapse - See Remarks” dated 03/02/2026. The filing lists prior sales during the past three months: 451 shares on 12/08/2025 (gross amount $8,026), 50,000 shares on 01/02/2026 (gross amount $963,878), and 50,000 shares on 02/02/2026 (gross amount $929,742). The transactions are reported through Charles Schwab & Co., Inc. on NASDAQ.

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Sunrun Inc. submitted a Form 144 notice concerning proposed sales of its common stock and a performance stock lapse dated 03/02/2026.

The filing lists past sales by Jeanna Steele: 1,870 shares on 12/08/2025 with 33,285.00 and 4,430 shares on 01/06/2026 with 78,842.00. The filing identifies the broker as Charles Schwab & Co., Inc..

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Sunrun Inc. submitted a Form 144 disclosing a proposed sale of common stock related to a Performance Stock Lapse, dated 03/02/2026. The filing names Charles Schwab & Co., Inc. as the broker and lists recent sales by Mary Powell on 12/08/2025 (2,890 shares for $51,450.00) and 01/06/2026 (8,754 shares for $155,785.00).

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Sunrun Inc. insider Paul S. Dickson reported proposed sales of common stock. The notice lists reported sales dated 12/08/2025 showing 42,188.00 and dated 01/06/2026 showing 108,906.00, as provided in the submission.

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Insider sale notice: A Form 144 filing reports proposed sales of Sunrun Inc. common stock by an insider. The filing lists prior sales of 35,702 shares on 12/08/2025 and 128,002 shares on 01/06/2026. The broker listed is Charles Schwab & Co., Inc.

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Sunrun Inc. files its annual report describing its residential solar and battery storage subscription business, financing model and extensive risk profile. The company designs, installs, owns and services home energy systems, primarily through long-term leases and power purchase agreements.

As of June 30, 2025, non-affiliate common equity had an aggregate market value of about $1.8 billion, and there were 234,492,403 shares outstanding as of February 20, 2026. Sunrun reports a Networked Solar Energy Capacity of 8,404 megawatts and Gross Earning Assets of roughly $21.1 billion as of December 31, 2025, supported by tax equity and debt financing structures.

The filing highlights dependence on U.S. tax credits, including changes from the Inflation Reduction Act and the One Big Beautiful Bill Act, exposure to evolving tariffs, trade and forced-labor enforcement on solar inputs, rising interest rates, and access to capital. It also outlines competition from utilities and other solar providers and notes a workforce of about 9,059 full-time employees focused on safety, training and growth.

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Rhea-AI Summary

Sunrun Inc. reported fourth-quarter and full-year 2025 results showing a sharp swing to profitability and strong cash generation. Full-year revenue reached $2.96 billion, up 45% from 2024, driven largely by a more than doubling of energy systems and product sales.

Net income attributable to common stockholders was $449.9 million for 2025, compared with a large loss in 2024, while fourth-quarter net income was $103.6 million. Total revenue in the fourth quarter rose 124% year-over-year to $1.16 billion.

Sunrun generated full-year Cash Generation of $377 million and a net change in cash and restricted cash of $290 million, and expects positive Cash Generation of $250–$450 million in 2026. The company paid down $148 million of recourse debt since December 31, 2024 and ended 2025 with Contracted Net Earning Assets of $3.6 billion, or $15.28 per share.

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Greenvale Capital LLP, an English investment manager, filed an amended Schedule 13G reporting beneficial ownership of 10,711,498 shares of Sunrun Inc. common stock, representing 4.6% of the class. The percentage is based on 232,041,826 Sunrun shares outstanding as of November 3, 2025, as disclosed in the company’s Form 10‑Q.

Greenvale reports sole voting and dispositive power over all 10,711,498 shares, held for certain funds and accounts it manages. The firm certifies the holdings are in the ordinary course of business and not for changing or influencing control of Sunrun. It also notes that its foreign regulatory oversight is comparable to that of U.S. investment advisers.

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FAQ

What is the current stock price of Sunrun (RUN)?

The current stock price of Sunrun (RUN) is $12.22 as of March 20, 2026.

What is the market cap of Sunrun (RUN)?

The market cap of Sunrun (RUN) is approximately 3.1B.

RUN Rankings

RUN Stock Data

3.07B
226.79M
Solar
Miscellaneous Electrical Machinery, Equipment & Supplies
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United States
SAN FRANCISCO

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