Zeo Energy (ZEO) files Form 144 for 283,520 Class A shares; sale planned Aug 25, 2025

Rhea-AI Filing Summary

ZEO Form 144 notice: A holder notified the market of a proposed sale of 283,520 Class A shares of the issuer, with an aggregate market value of $564,205, to be sold on or about 08/25/2025 on Nasdaq. The filing states there were 28,352,032 shares outstanding, which implies the proposed blocks represent roughly 1.0% of outstanding shares.

The shares were acquired on 03/13/2024 in a share exchange from the issuer and payment was recorded as a share exchange. The filer reports no securities sold in the past three months and makes the standard Rule 144 representation about no undisclosed material adverse information.

Positive

• Filing complies with Rule 144 disclosure and provides acquisition details and planned sale date
• Proposed sale size is modest at roughly 1.0% of outstanding shares, limiting potential market impact

Negative

• None.

Insights

Securities Analyst

TL;DR: A Rule 144 notice discloses a planned sale equal to about 1% of outstanding shares; transaction appears routine and small in scale.

The filing provides clear, specific figures: 283,520 shares for $564,205, acquired via share exchange on 03/13/2024, and an approximate sale date of 08/25/2025 on Nasdaq. For investors, the size of the proposed sale relative to the 28.35 million shares outstanding is modest and unlikely to be materially dilutive or market-moving. The absence of any sales in the prior three months reduces the likelihood this is part of an ongoing large divestiture.

Corporate Governance Expert

TL;DR: The filer complied with Rule 144 disclosure requirements; documentation of acquisition and representation are present.

The form documents provenance of the shares (share exchange with the issuer on 03/13/2024) and includes the required certification regarding material adverse information. From a governance perspective, the form meets procedural disclosure standards. The filing does not include any additional director/officer identification details or trading plan dates, so governance implications beyond transparency cannot be assessed from this notice alone.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Class A	Charles Schwab Corp. 3000 Schwab Way Westlake TX 76262	283520	564205.00	28352032	08/25/2025	Nasdaq

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Class A	03/13/2024	Share Exchange	Issuer			283520	03/13/2024	Share Exchange

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does the ZEO Form 144 disclose about the proposed sale?

The notice discloses a proposed sale of 283,520 Class A shares with an aggregate market value of $564,205, to be sold on or about 08/25/2025 on Nasdaq.

How and when were the ZEO shares being sold acquired?

The shares were acquired on 03/13/2024 in a share exchange from the issuer, with payment recorded as a share exchange on the same date.

What portion of ZEO's outstanding shares does the proposed sale represent?

The filing lists 28,352,032 shares outstanding; 283,520 shares represent approximately 1.0% of outstanding shares.

Did the filer report any securities sold in the past three months?

The filing states "Nothing to Report" for securities sold during the past three months.

Does the filing include any representation about undisclosed material information?

Yes; the filer signs the standard representation that they do not know any material adverse information about the issuer that has not been publicly disclosed.