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.
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.
JULIAN ROBERT K. reported acquisition or exercise transactions in this Form 4 filing.
Shoals Technologies Group, Inc. director Robert K. Julian received an equity grant of 22,671 shares of Class A Common Stock in the form of restricted stock units. These RSUs will vest on the date of the 2027 shareholder meeting and will be delivered 12 months after his separation from service, consistent with his deferral election. Following this award, he holds 104,096 shares directly.
Sundberg Lori S reported acquisition or exercise transactions in this Form 4 filing.
Shoals Technologies Group, Inc. director Lori S. Sundberg reported an equity compensation grant in the form of 22,671 shares of Class A Common Stock, issued as restricted stock units at a price of $0.00 per share.
The RSUs will vest on the date of the 2027 shareholder meeting and, under Sundberg’s deferral election, the vested shares will be delivered one month after her separation from service. Following this award, she now holds 122,452 shares of Class A Common Stock directly.
Forth John Bradford reported acquisition or exercise transactions in this Form 4 filing.
Shoals Technologies Group, Inc. director John Bradford Forth received an equity grant in the form of restricted stock units. He was awarded 35,265 shares of Class A Common Stock as RSUs at a stated price of $0.00 per share.
These RSUs will vest on the date of the 2027 shareholder meeting and will be delivered at that time, tying his compensation to the company’s future performance. After this grant, he holds 599,255 shares of Class A Common Stock directly.
Daul Ty P. reported acquisition or exercise transactions in this Form 4 filing.
Shoals Technologies Group, Inc. director Ty P. Daul received an award of 22,671 shares of Class A Common Stock in the form of restricted stock units. After this grant, he holds 127,952 shares directly. The RSUs will vest on the date of the 2027 shareholder meeting and will be delivered on July 1, 2028 pursuant to his deferral election.
Shoals Technologies Group, Inc. held its 2026 Annual Meeting of Shareholders on April 30, 2026. Shareholders elected five directors—Ty Daul, Jeannette Mills, Niharika Taskar Ramdev, Lori Sundberg, and Toni Volpe—to one-year terms ending in 2027.
Investors also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers. In addition, shareholders ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for the year ending December 31, 2026.
Shoals Technologies Group Inc Schedule 13G: Vanguard Capital Management reports beneficial ownership of 8,600,111 shares, representing 5.12% of common stock as of 03/31/2026. The filer reports sole dispositive power over 8,600,111 shares and sole voting power for 1,238,770 shares. The filing is signed on 04/30/2026.
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.
Shoals Technologies Group, Inc. reported the initial equity holdings of Chief People Officer James Ryan Hart on a Form 3. He beneficially owns 108,652 shares of Class A Common Stock, including 91,475 restricted stock units that convert into one share each as they vest.
The RSUs vest in multiple tranches between June 1, 2026 and March 4, 2029, and each tranche requires his continued employment through the applicable vesting date. The filing does not show any recent share purchases or sales, only his current ownership position.
The Vanguard Group amended its Schedule 13G to report zero beneficial ownership of Shoals Technologies Group Inc. common stock, listing 0 shares and 0% of the class. The filing notes an internal realignment effective January 12, 2026, causing disaggregated reporting by subsidiaries.