Shoals Technologies Group, Inc. filings document formal disclosures for an operating company that provides EBOS solutions, BESS products and OEM components for the energy transition market. Recent 8-Ks furnish quarterly and annual financial results, conference-call exhibits, outlook language, backlog and awarded-order metrics, and corrections to previously furnished earnings materials.
The company’s proxy and governance filings cover annual meeting votes, director elections, advisory executive-compensation matters, auditor ratification and equity-based compensation disclosures. Other material-event reports record officer appointments and related compensatory arrangements, including terms under the company’s long-term incentive plan.
Shoals Technologies Group, Inc. (SHLS) reported that Chief Operating Officer Kirsten Moen had 2,790 shares of Class A common stock withheld on September 9, 2026 to pay income taxes due upon the vesting of restricted stock units. This was a tax-withholding event, not an open-market sale, and she now holds 95,651 shares directly.
Shoals Technologies Group, Inc. (SHLS) entered into Amendment No. 8 to its existing Credit Agreement dated November 25, 2020, with Wilmington Trust, National Association as Collateral Agent, JPMorgan Chase Bank, N.A. as Administrative Agent, and the lenders party to the agreement. The amendment, dated August 28, 2026, clarifies that maintaining deposit, securities, and commodity accounts with JPMorgan Chase Bank, N.A. is sufficient to satisfy "control" of those accounts for perfection purposes, instead of requiring separate deposit account control or similar agreements. The amendment is filed as Exhibit 10.1, and the creation of a direct financial obligation or off-balance sheet arrangement is reported by reference to this amended credit arrangement.
Shoals Technologies Group, Inc. reported that Chief Executive Officer Brandon Moss had 104,386 shares of Class A common stock delivered or withheld to cover income tax liability related to the vesting of restricted stock units. The price used for tax reporting was $8.14 per share, based on the Nasdaq Global Market closing price on the vesting date. Following this tax-withholding disposition, Moss directly holds 1,041,482 shares of Class A common stock. The company states this event does not represent an open-market sale by Moss.
T. Rowe Price Associates, Inc. filed an amended Schedule 13G reporting a significant ownership position in Shoals Technologies Group -A common stock. The firm reports beneficial ownership of 21,602,202 shares, representing 12.9% of the outstanding common stock. It reports sole voting power over 21,578,058 shares and sole dispositive power over 21,602,202 shares, with no shared voting or dispositive power. T. Rowe Price Associates states that this filing should not be construed as an admission that it is the beneficial owner of these securities, and such beneficial ownership is expressly denied.
Shoals Technologies Group reported Q2 2026 revenue of $163.4 million, up 47.4% from $110.8 million, driven by higher product demand, market share gains and more project volume. Adjusted EBITDA rose to $31.6 million from $24.7 million, while backlog and awarded orders reached a record $801.4 million, 19.4% above a year earlier.
Gross margin declined to 30.3% from 37.2% due to ramp-up and transition inefficiencies at a new facility, product mix, quality-related rework and material inefficiencies, plus incremental lease amortization. Net income was $12.1 million versus $13.9 million, and first-half operating cash flow was a use of about $34.6 million, largely from a sizable inventory build.
The company issued Q3 2026 guidance for revenue of $150–$170 million and Adjusted EBITDA of $32–$37 million, and reaffirmed full-year 2026 outlook, including revenue of $600–$640 million, Adjusted EBITDA of $118–$132 million, cash flow from operations of $65–$85 million, capital expenditures of $20–$30 million and interest expense of $8–$12 million.
BlackRock, Inc. reports beneficial ownership of 22,139,183 shares of Shoals Technologies Group, Inc. Class A stock, representing 13.2% of the class. Of these, BlackRock has sole voting power over 21,850,061 shares and sole dispositive power over 22,139,183 shares, with no shared voting or dispositive power reported.
The shares are held across certain BlackRock business units, and various underlying clients have rights to dividends and sale proceeds, but no single underlying holder has more than 5% of Shoals’ outstanding common shares.
Shoals Technologies Group, Inc. Chief Executive Officer Brandon Moss reported a tax-withholding disposition of 9,133 shares of Class A common stock on July 17, 2026, at $10.30 per share, in connection with the vesting of restricted stock units.
These shares were withheld by the company to satisfy his income tax obligations and do not represent a sale by him, leaving 1,145,868 shares of Class A common stock held directly after the transaction.
Shoals Technologies Group, Inc. Chief Legal Officer Bobbie Lee King Jr reported several stock moves involving the company’s Class A common stock. On June 16, he sold 10,000 shares in an open-market transaction at a weighted average price of $10.41 per share, with individual trades ranging from $10.34 to $10.47.
That same day, he made a bona fide gift of 1,000 shares to a charitable organization. In separate transactions on June 15 and 16, a total of 12,754 shares were withheld by the company to cover income taxes due upon the vesting of restricted stock units, which the footnotes clarify are not sales by the insider. After these transactions, he directly holds 97,918 shares of Shoals Technologies Group, Inc. common stock.