Welcome to our dedicated page for Shoals Technologies Group SEC filings (Ticker: SHLS), 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.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Shoals Technologies Group, Inc. (NASDAQ: SHLS), a provider of electrical balance of system (EBOS) solutions and components for solar energy and the global energy transition market. These filings include annual and quarterly reports, current reports on material events, and other documents that describe the company’s operations, financial condition, and risk factors.
Through its periodic reports, such as Annual Reports on Form 10-K and Quarterly Reports on Form 10-Q, Shoals presents detailed financial statements, management’s discussion and analysis, and disclosures on topics including revenue, gross profit, operating income, non-GAAP measures like Adjusted EBITDA, backlog and awarded orders, manufacturing operations in Tennessee, and risks related to demand for solar projects, regulatory changes, supply chain, litigation, and intellectual property.
Current Reports on Form 8-K document specific material events. Recent 8-K filings referenced by the company include announcements of quarterly financial results for periods such as the three months ended June 30 and September 30, 2025, as well as executive changes like the appointment of a Chief Accounting Officer. These filings often incorporate press releases as exhibits, providing additional narrative around earnings, outlook, and corporate developments.
On Stock Titan, Shoals’ SEC filings are updated in line with submissions to the SEC’s EDGAR system. AI-powered summaries can help explain the key points in lengthy documents, such as what is highlighted in a 10-K about EBOS solutions, BESS and OEM components, risk factors, or how a particular 8-K changes the understanding of the company’s governance or financial outlook. Users can also review filings related to executive compensation, equity incentive plans, and other governance matters where available.
For investors analyzing SHLS, this filings page serves as a central location to review historical and recent regulatory disclosures, understand how Shoals describes its EBOS-focused business model, and see how management communicates material information through 10-Ks, 10-Qs, 8-Ks, and related exhibits.
BlackRock Portfolio Management LLC has filed an amended Schedule 13G reporting a passive ownership stake in Shoals Technologies Group, Inc. Class A stock. The firm reports beneficial ownership of 6,363,885 shares, representing 3.8 % of the outstanding Class A shares as of the event date of 12/31/2025.
BlackRock Portfolio Management LLC has sole power to vote 6,203,242 shares and sole power to dispose of 6,363,885 shares, with no shared voting or dispositive power. The filing states that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Shoals Technologies Group, Inc.
Shoals Technologies Group, Inc. disclosed that its Chief Financial Officer, Dominic Bardos, reported a sale of Class A common stock in a Form 4 filing. On 12/05/2025, Bardos disposed of 4,170 shares in a transaction coded "S" at a weighted average price of $7.83 per share, with actual trade prices ranging from $7.80 to $7.86. The filing explains that this was a mandatory sale to cover tax withholding obligations arising from the vesting of restricted stock units. After this transaction, Bardos beneficially owns 412,289 shares of Class A common stock held directly.
Shoals Technologies Group, Inc. (SHLS) reported an insider ownership update via a Form 3. Chief Accounting Officer David Van Bibber filed an initial statement of beneficial ownership showing no securities beneficially owned as of 11/10/2025.
The filing was executed by Bobbie King as attorney-in-fact, with a Power of Attorney included as Exhibit 24.
Shoals Technologies Group (SHLS) appointed David Van Bibber as Chief Accounting Officer, effective November 10, 2025, reporting to CFO Dominic Bardos. Van Bibber joins from Haynes International, where he served as Controller and CAO, and previously held finance leadership roles at Belden.
Compensation includes an initial annual base salary of $325,000, a target annual bonus equal to 50% of base salary beginning with 2026 and payable no later than March 15, 2027, and a cash sign-on award of $75,000 subject to a two-year clawback under specified conditions. He is eligible for a ~$225,000 2026 equity grant split 50% time-based RSUs (vesting one-third annually over three years) and 50% performance-based RSUs with a three-year performance period (2026–2028), vesting on certification no later than March 31, 2029. The Company will cover relocation expenses subject to clawback, and he will participate in the Executive Severance Plan per a post-start participation agreement. A press release was furnished as Exhibit 99.1.
Shoals Technologies Group (SHLS) reported stronger Q3 2025 results. Revenue rose to $135.8 million from $102.2 million, with gross profit up to $50.3 million from $25.4 million. Net income was $11.9 million versus a small loss a year ago, and diluted EPS reached $0.07.
For the first nine months, revenue was $327.0 million (from $292.2 million) and net income was $25.5 million (from $16.3 million). Operating cash flow was $21.2 million. Cash and equivalents were $8.6 million, and borrowings on the revolving credit facility were $126.8 million at quarter end. The company reported $720.9 million in backlog and awarded orders, with a portion expected within 12 months.
The warranty liability tied to wire insulation shrinkback carried a recorded estimate of $73.0 million at the low end of a $73.0–$160.0 million range; the remaining liability was $7.6 million at quarter end. As of October 29, 2025, Class A shares outstanding were 167,388,418; this excludes 3,908,387 shares held as treasury stock.
Shoals Technologies Group, Inc. (SHLS)
The information under Item 2.02, including Exhibit 99.1, is furnished and not deemed filed under the Exchange Act, except as specifically incorporated by reference.
Shoals Technologies Group, Inc. (SHLS) disclosed a routine equity transaction by its Chief Financial Officer. On 10/17/2025, 1,758 RSUs were withheld to satisfy tax obligations tied to the vesting of 4,466 RSUs; this was recorded at a Nasdaq closing price of $9.95 for tax reporting purposes and does not represent a sale by the reporting person.
Following the withholding, the reporting person beneficially owned 416,459 shares, held directly. This filing reflects administrative tax settlement under the company’s 2021 Long‑Term Incentive Plan.
Shoals Technologies Group, Inc. received a Schedule 13G/A from Wellington-affiliated entities reporting collective beneficial ownership of 5,062,268 shares of common stock, representing
Shoals Technologies Group, Inc. (Class A Common Stock, CUSIP 82489W107) is the subject of an amended Schedule 13G filed by Point72 Asset Management, L.P., Point72 Capital Advisors, Inc. and Steven A. Cohen. The filing reports that, as of the close of business on June 30, 2025, none of the three reporting persons beneficially owned any shares of Shoals Class A common stock and each reports 0% ownership. The filing identifies the filers, their Delaware organization (for the entities) and a Stamford, CT principal business address and includes a certification that the securities were not acquired to influence control of the issuer.
Shoals Technologies Group, Inc. has a disclosed shareholder group holding 13,204,602 shares of Class A common stock, representing 7.9% of the class. The reported holdings are shared voting and shared dispositive power, with no sole voting or sole dispositive power reported. The filing states these shares were not acquired to change or influence control of the company and are not held in connection with any transaction having that purpose or effect.