Shoals Technologies (NASDAQ: SHLS) COO details equity holdings
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
Shoals Technologies Group, Inc. Chief Operating Officer Kirsten Moen reported her initial ownership position in the company’s Class A Common Stock. The filing shows beneficial ownership of 98,441 shares, including 76,617 restricted stock units and 1,663 shares held in a personal brokerage account.
The 76,617 restricted stock units are scheduled to vest over several future dates, subject to Ms. Moen’s continued employment. 22,909 RSUs vest in equal installments on September 9, 2026 and September 9, 2027; 32,680 RSUs vest in equal installments on March 4, 2027 and March 4, 2028; and 21,028 RSUs vest in three equal installments on March 4, 2027, March 4, 2028, and March 4, 2029.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Moen Kirsten
Role
Chief Operating Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 98,441 shares (Direct)
Footnotes (1)
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Key Figures
Total beneficial ownership: 98,441 shares
Restricted stock units: 76,617 RSUs
Shares in brokerage account: 1,663 shares
+3 more
6 metrics
Total beneficial ownership
98,441 shares
Class A Common Stock reported on Form 3
Restricted stock units
76,617 RSUs
Right to receive one Class A share per RSU
Shares in brokerage account
1,663 shares
Class A Common Stock in personal brokerage account
RSUs vesting 2026–2027 (first grant)
22,909 RSUs
Vests in equal installments on September 9, 2026 and September 9, 2027
RSUs vesting 2027–2028 (second grant)
32,680 RSUs
Vests in equal installments on March 4, 2027 and March 4, 2028
RSUs vesting 2027–2029 (third grant)
21,028 RSUs
Vests in three equal installments from March 4, 2027 to March 4, 2029
Key Terms
restricted stock units, Class A Common Stock, vesting, beneficial ownership
4 terms
restricted stock units financial
"Includes 76,617 restricted stock units ("RSUs") representing a right to receive one share"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Class A Common Stock financial
"representing a right to receive one share of the Issuer's Class A Common Stock"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
vesting financial
"RSUs will vest in equal installments on September 9, 2026 and September 9, 2027"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
beneficial ownership financial
"Includes 76,617 restricted stock units ("RSUs") representing a right to receive one share"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.