Zeo Energy Corp. (Nasdaq: ZEO) files a range of reports and registration statements with the U.S. Securities and Exchange Commission that provide detailed information on its clean energy business, capital structure, and governance. As a Delaware corporation and an emerging growth company, Zeo uses SEC filings to describe its activities as a Florida-based provider of residential solar, distributed energy, energy efficiency solutions, and long-duration energy generation and storage.
On this page, investors can review Zeo’s current and historical SEC filings, including annual and quarterly reports, current reports on Form 8-K, proxy statements, and registration statements such as its Form S-1 and Form S-4. These documents discuss topics such as the company’s listing of Class A common stock and warrants on The Nasdaq Stock Market LLC, its status as a smaller reporting company, and the structure of its Class A and Class V common stock.
Filings also provide insight into significant corporate events. For example, Zeo’s Forms 8-K and related amendments describe the agreement and completion of the acquisition of Heliogen, Inc., which created a wholly owned subsidiary focused on long-duration energy generation and storage for commercial and industrial-scale facilities. Other current reports address matters such as changes in the independent registered public accounting firm, annual meeting voting results, and material definitive agreements with financial advisors.
Registration statements, including the company’s Form S-1 filed in October 2025, outline the resale of shares of Class A common stock by selling securityholders, summarize the company’s capital structure, and identify Zeo as an emerging growth company and smaller reporting company. The company’s definitive proxy statement on Schedule 14A provides additional detail on board composition, proposals presented to stockholders, and auditor ratification.
Stock Titan’s SEC filings page presents these documents with AI-powered summaries that highlight key elements such as business descriptions, transaction terms, internal control disclosures, and non-GAAP financial measure definitions. Users can quickly see how Zeo reports Adjusted EBITDA and Adjusted EBITDA margin, how it describes material weaknesses in internal control over financial reporting, and how major transactions like the Heliogen merger are structured, while retaining access to the full text of each filing for deeper review.
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.
Zeo Energy Corp. (Nasdaq: ZEO) reported third‑quarter results highlighting higher quarterly revenue but continued losses. Total net revenues were $23,896,448, up from $19,657,905 a year ago, with a gross margin of 57.4%. The company posted a loss from operations of $1,980,509 and a net loss of $1,869,472.
For the nine months, net revenues were $50,782,073 and the net loss was $17,868,299. Operating cash use was $11,132,921, ending with cash and cash equivalents of $3,915,900. Zeo reported positive working capital of $13.0 million and a stockholders’ deficit of $1.7 million as of September 30, 2025.
Zeo closed the all‑stock acquisition of Heliogen on August 8, 2025, issuing 6,217,612 Class A shares for purchase consideration of $14,424,860 and acquiring $14,596,267 in cash. Post‑deal, intangible assets were fully amortized year‑to‑date, and goodwill stood at $27,091,695. The capital structure reflects ongoing exchanges of OpCo units into Class A shares and a $2.5 million non‑interest promissory note repayable in stock at $1.35 per share.
Zeo Energy Corp. (ZEO) changed its independent auditor. On October 31, 2025, the Board and Audit Committee dismissed Grant Thornton LLP and appointed Tanner LLC as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2025, effective immediately.
Grant Thornton’s reports on the 2024 and 2023 financial statements contained no adverse opinions or disclaimers and were not qualified. The Company reported previously disclosed material weaknesses in internal control over financial reporting, including issues with information and communication, period‑end financial disclosure and reporting processes, reconciliations, accurate accounting and review of financial statement elements, incorrect journal entries lacking sufficient review, and controls over earnings per share calculation and cash flow classification. The Audit Committee discussed these matters with Grant Thornton and authorized full cooperation with the successor auditor. The Company did not consult Tanner on accounting matters prior to the appointment. A Grant Thornton letter dated November 4, 2025 was filed as Exhibit 16.1.
Zeo Energy Corp. filed a Form S-1 using a combined prospectus under Rule 429 to register the resale of up to 50,727,996 shares of Class A Common Stock by selling securityholders. The company is not selling shares in this offering and will not receive proceeds from these resales.
The registered shares include 40,118,434 remaining for resale under a prior S-1, 1,851,851 issued to LHX as partial repayment of the Lumio Promissory Note, 677,711 issued to Piper Sandler, and 8,080,000 issued to LHX as compensation for Lumio assets. As context, the S-1 notes the 50,727,996 shares constitute more than 92% of outstanding on an as-converted basis. Shares outstanding were 30,520,369 Class A and 24,480,000 Class V, or 55,000,369 Class A assuming conversion, as of September 30, 2025. ZEO and ZEOWW trade on Nasdaq; on September 30, 2025, Class A closed at $1.35 and the warrants at $0.055.
Zeo Energy Corp. filed a current report describing an investor presentation made by its chief executive officer, Tim Bridgewater, and chief financial officer, Cannon Holbrook, on September 4, 2025, at the 2025 Annual Gateway Conference. The presentation covered the company’s business operations and is furnished as Exhibit 99.1 to the report and made available on the company’s investor relations website. The filing clarifies that this information is being furnished under Regulation FD, not filed for liability purposes under the Exchange Act or incorporated into other securities law filings unless specifically referenced.
Zeo Energy Corp. insider sale: Kalen Larsen, listed as COO and an officer of Zeo Energy (ZEO), reported a sale of 26,636 shares of Class A common stock on 09/03/2025 at a weighted-average price of $1.6111 per share. After the transaction, the reporting person is shown as beneficially owning 2,411,637 shares indirectly through JKae Holdings, LLC, and disclaims direct beneficial ownership of the shares held by that entity. The filer signed the Form 4 on 09/05/2025 and notes willingness to provide details about the per-price breakdown of the weighted average. The filing is a routine Section 16 disclosure of an officer sale and indicates an ongoing indirect ownership stake through an affiliated LLC.
Zeo Energy Corp. (ZEO) insider sale disclosed: Brandon Clarke Bridgewater, listed as the companys Chief Strategy Officer and a director, reported a sale of 26,636 shares of Class A common stock on 09/03/2025 at a weighted average price of $1.6111 per share. After the transaction he is reported to beneficially own 2,956,637 shares indirectly through Clarke Capital, LLC, though he disclaims direct beneficial ownership of those entity-held shares. The filing is signed 09/05/2025 and includes a statement that the reported price is a weighted average and that the reporting person can provide details of prices for individual lots on request.
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.
Zeo Energy Corp. insider sale disclosed on Form 4: Kalen Larsen, Chief Operating Officer, reported a sale of 440 shares of the issuer's Class A common stock on 08/29/2025 at a weighted average price of $1.60 per share. After the reported sale, the filing shows the reporting person may be deemed to beneficially own 2,438,273 shares through JKae Holdings, LLC, held indirectly; the reporting person disclaims direct beneficial ownership of those entity-held shares. The Form 4 is signed by Kalen Larsen on 09/03/2025 and includes a note that the $1.60 price is a weighted average and that full pricing details are available on request.