Welcome to our dedicated page for Zeo Energy SEC filings (Ticker: ZEO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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. (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.
Brandon Clarke Bridgewater, the company Chief Strategy Officer and a director, reported a sale of Class A common stock of Zeo Energy Corp. (ZEO). The Form 4 shows a sale on 08/29/2025 of 440 shares at a weighted average price of $1.60 per share. After the reported transaction, the reporting person is shown as beneficially owning 2,983,273 Class A shares indirectly through Clarke Capital, LLC, and disclaims direct beneficial ownership of those entity-held shares.
Brandon Clarke Bridgewater, identified as the company's Chief Strategy Officer, reported two open-market sales of Zeo Energy Corp. (ZEO) Class A common stock. On 08/27/2025 he sold 32,412 shares at a weighted-average price of $1.7477, leaving beneficial ownership of 2,967,588 shares (indirect). On 08/28/2025 he sold an additional 28,875 shares at a weighted-average price of $1.6197, leaving beneficial ownership of 2,938,713 shares (indirect). The holdings reported are held of record by Clarke Capital, LLC, for which the reporting person may be deemed a beneficial owner; he disclaims beneficial ownership except to the extent of his pecuniary interest. The form is signed and dated 08/29/2025.
Zeo Energy Corp. reporting person Kalen Larsen, Chief Operating Officer, disclosed two open-market sales of Class A common stock on 08/27/2025 and 08/28/2025. The Form 4 shows 32,412 shares sold on 08/27 at a weighted-average price of $1.7477 and 28,875 shares sold on 08/28 at a weighted-average price of $1.6197, for a total of 61,287 shares disposed. After these transactions the reporting person may be deemed to beneficially own 2,438,713 shares indirectly through JKae Holdings, LLC, with a disclaimer of direct beneficial ownership over those entity-held shares.
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.
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.
Zeo Energy Corporation discloses multiple issuances and issuable shares of Class A Common Stock related to its business combination and sponsor arrangements. The sponsor and certain former holders received 4,000,004 shares at an equity consideration value of $10.00 per share. Piper Sandler & Co. received 50,000 shares at $5.00 per share. Additional issuable shares include 1,838,430 shares to the sponsor upon exchange of Convertible OpCo Preferred Units and Class V Common Stock, 33,730,000 shares issuable to sellers upon exchange of Exchangeable OpCo Units and Class V Common Stock, and 500,000 shares issuable to Sun Managers, LLC upon potential forfeiture. The disclosure also lists individual beneficial ownership amounts for directors, officers and other holders, and notes Sun Managers distributed 1,332,455 shares to certain selling securityholders.
Zeo Energy Corp. amended its engagement with Piper Sandler for prior buy-side advisory services. Under the new terms, Zeo will pay $1.6875 million in cash and issue 677,711 Class A common shares as the Heliogen Buyside Advisory Fee.
Piper agreed to a lockup on 338,855 of these shares until September 22, 2025 and, once paid, will release Zeo and its subsidiaries from claims related to fee and expense reimbursement under the engagement. Zeo also agreed to file a resale registration statement for the shares by September 7, 2025 and use its best commercial efforts to have it declared effective by September 22, 2025.