Every Form 4 that Zeo Energy Corporation (ZEO) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow ZEO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ZEO filings page.
Zeo Energy Corp. reported insider stock sales by its chief strategy officer, Brandon Clarke Bridgewater. On December 10, 2025, an entity he manages sold 4,540 shares of Class A common stock at a weighted average price of $1.1500, and on December 11, 2025 it sold 32,669 shares at a weighted average price of $1.1574, both coded as sales.
After these transactions, the filing shows 2,876,747 shares of Class A common stock beneficially owned indirectly through Clarke Capital, LLC, which holds the shares of record. Bridgewater serves as manager of this entity and may be deemed a beneficial owner, but he disclaims beneficial ownership of shares held by it.
Zeo Energy Corp. converted a promissory note held by LHX Intermediate, LLC into equity. On October 30, 2025, the company issued 1,851,851 shares of Class A common stock at a conversion price of $1.35 per share to repay $2,500,000 of principal under a promissory note originally allowing borrowing up to $4,000,000. After this transaction, the reporting person beneficially owned 9,931,851 shares of Class A common stock in direct form. The term of the promissory note expired on the repayment date.
Zeo Energy Corp. (ZEO) entered into a financing arrangement in which it issued a promissory note to LHX Intermediate, LLC on December 24, 2024. The note allows Zeo Energy to borrow up to $4,000,000, of which $2,500,000 was outstanding on the issue date, with up to an additional $1,500,000 available upon specified milestones. The loan is structured to be repaid in full by issuing shares of Zeo’s Class A common stock at a price of $1.35 per share, subject to stockholder approval under Nasdaq rules. Based on the outstanding amount of $2,500,000, the derivative security currently represents 1,851,851 underlying Class A shares to be issued as repayment after the first anniversary of the issue date and following stockholder approval of the share issuance.