[144] Zeo Energy Corporation SEC Filing

Rhea-AI Filing Summary

Zeo Energy Corporation (ZEO) filed a Form 144 notifying the proposed sale of 283,520 Class A shares through Charles Schwab with an aggregate market value of $606,732.00. The shares represent approximately 1% of the reported 28,352,032 shares outstanding and the approximate sale date is 08/22/2025 on Nasdaq. The filer acquired these shares on 03/13/2024 in a share exchange with the issuer and reports no securities sold in the past three months. The filing includes the standard representation that the seller is not aware of undisclosed material adverse information.

Positive

• Timely disclosure filed under Rule 144 providing market transparency
• Clear acquisition history: shares were acquired via a share exchange on 03/13/2024
• No sales in past three months reported for the selling party

Negative

• Insider intends to sell 283,520 shares (aggregate value $606,732), which may be viewed unfavorably by some investors

Insights

Securities Analyst

TL;DR: Routine insider notice of intent to sell ~1% of outstanding Class A shares; materiality appears limited.

The Form 144 documents a planned disposition of 283,520 Class A shares valued at $606,732, representing roughly 1% of the 28,352,032 shares outstanding. The shares were acquired by share exchange on 03/13/2024 from the issuer, and no other sales were reported in the prior three months. From a market-impact perspective, this filing appears routine: the aggregate value is modest relative to typical market caps for Nasdaq issuers and the position size is small on a percentage basis. The disclosure meets Rule 144 notice requirements and provides transparency on timing and acquisition method.

Corporate Governance Expert

TL;DR: The filing is a standard compliance disclosure; the seller affirms no undisclosed material adverse information.

The notice confirms the seller's representation that they are unaware of undisclosed material adverse information and indicates the securities were obtained via a share exchange with the issuer on 03/13/2024. The planned sale through an established broker (Charles Schwab) with a clear approximate sale date satisfies procedural expectations under Rule 144. This is a routine governance disclosure and does not by itself indicate governance changes or material events.

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	606732.00	28352032	08/22/2025	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 Zeo Energy's (ZEO) Form 144 report?

The Form 144 reports a proposed sale of 283,520 Class A shares valued at $606,732.00, with an approximate sale date of 08/22/2025 on Nasdaq.

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

The 283,520 shares represent about 1% of the reported 28,352,032 Class A shares outstanding.

When and how were the shares acquired?

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

Has the filer sold any ZEO securities in the past three months?

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

Through which broker will the ZEO shares be sold?

The sale is to be effected through Charles Schwab Corp. (address listed in the filing).