[144] Zeo Energy Corporation SEC Filing

Rhea-AI Filing Summary

Zeo Energy Corporation (ZEO) filed a Form 144 notice for a proposed sale of 283,500 Class A common shares through J.P. Morgan Securities on Nasdaq, with an approximate sale date of 09/04/2025. The filing reports an aggregate market value of $439,425 for the shares and states 28,352,032 shares outstanding. The securities to be sold were acquired on 03/14/2024 in a public SPAC transaction, totaling 5,900,000 shares acquired on that date. The filer reports no securities sold in the past three months and makes the standard representation that no undisclosed material adverse information is known.

Positive

• Regulatory compliance: The filer provided a Form 144 notice detailing broker, share count, and planned sale date, supporting transparency
• No recent sales: The filer reports "Nothing to Report" for securities sold in the past three months

Negative

• Insider sale planned: Proposed disposal of 283,500 shares, approximately 1.0% of outstanding shares (28,352,032), which may be viewed negatively by some investors

Insights

Financial Analyst

TL;DR: Insider proposes to sell ~1.0% of outstanding shares; transaction is transparent but modest versus company size.

The Form 144 discloses a proposed sale of 283,500 Class A shares with an aggregate market value of $439,425, representing approximately 1.0% of the 28.35 million shares outstanding. The shares were acquired in a public SPAC transaction on 03/14/2024. As a disclosure of intended insider selling, this filing provides liquidity information but does not include pricing or confirm execution. For investors, the filing signals share disposition by an insider or affiliated person while showing no recent sales in the prior three months.

Corporate Governance Expert

TL;DR: The filing meets regulatory notice requirements; sale size is modest but worth noting for governance scrutiny.

The Form 144 fulfills Rule 144 notice obligations by identifying the broker (J.P. Morgan Securities) and planned sale date. The securities were acquired publicly via a SPAC on 03/14/2024. The document includes the standard attestation about absent undisclosed material information. From a governance perspective, this is routine insider disclosure rather than an indicator of corporate distress or misconduct, though continued monitoring of insider selling patterns is prudent.

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 Common Stock	J.P. Morgan Securities LLC 390 Madison Avenue 6th Floor New York NY 10017	283500	439425	28352032	09/04/2025	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 Common	03/14/2024	Public Via Spac	Issuer			5900000	03/14/2024	NA

* 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 Zeo Energy (ZEO) Form 144 disclose?

The filing discloses a proposed sale of 283,500 Class A shares via J.P. Morgan on Nasdaq with an approximate sale date of 09/04/2025 and an aggregate market value of $439,425.

When were the shares being sold by ZEO acquired?

The securities were acquired on 03/14/2024 in a public SPAC transaction, with 5,900,000 shares acquired on that date.

How large is the proposed sale relative to ZEO's outstanding shares?

The proposed sale of 283,500 shares represents approximately 1.0% of the reported 28,352,032 shares outstanding.

Did the filer sell any ZEO securities in the past three months?

No. The Form 144 states "Nothing to Report" for securities sold during the past three months by the person for whose account the securities are to be sold.

Which broker is handling the proposed ZEO share sale?

The broker named in the filing is J.P. Morgan Securities LLC located at 390 Madison Avenue, New York, NY.