Shoals Technologies Group, Inc. SEC Filings

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 3.03% of the class. The filing lists three reporting entities—Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP—each reporting shared voting and dispositive power over the same 5,062,268 shares and no sole voting or dispositive power. The securities are owned of record by clients of various Wellington investment advisers and are held in the ordinary course of business, with the filing stating they were not acquired to influence control. The signature block is dated 10/07/2025.

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.

Wellington Management and affiliated entities report beneficial ownership of 17,403,862 shares of Shoals Technologies Group, Inc. common stock, representing 10.41% of the class. Those shares are owned of record by clients of Wellington's investment advisers and are reported across several Wellington entities.

The filing shows no sole voting or sole dispositive power; it discloses shared voting power of 12,703,559 and shared dispositive power of 17,403,862 (one affiliated entity reports shared dispositive power of 15,762,069 and 9.4% for that entity). The statement certifies the securities are held in the ordinary course of business and not to influence control of the issuer.

Shoals Technologies Group, Inc. filed a Form 8-K dated August 5, 2025 reporting that it issued a press release announcing its financial results for the three months ended June 30, 2025 and scheduled a conference call on August 5, 2025 to discuss those results.

The press release is furnished as Exhibit 99.1 (not "filed" for purposes of Section 18 of the Exchange Act). The 8-K also lists the Cover Page Interactive Data File (Exhibit 104) and is signed by Dominic Bardos, Chief Financial Officer, dated August 5, 2025.

Shoals Technologies Group, Inc. (SHLS) filed a Form 4 reporting an equity award to Chief Legal Officer Bobbie Lee King Jr. on 06/16/2025.

The grant consists of 93,634 restricted stock units (RSUs) representing Class A common shares acquired at $0. Following the award, King beneficially owns 93,634 shares, all held directly.

Vesting schedule:

• 56,180 RSUs vest in three roughly equal tranches on each of the first three anniversaries of June 15, 2025.
• 37,454 RSUs vest in two equal installments on the first two anniversaries of June 15, 2025.

No shares were sold or disposed of, and no derivative securities were exercised. The transaction is classified as Code “A” (grant/acquisition from the issuer) and was executed under direct ownership.

The filing signals routine executive compensation with minimal dilution (≈0.06% of a 150 million-share base) and does not indicate any change in corporate outlook or insider sentiment.