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.
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.
Zeo Energy completed the two-step mergers to acquire Heliogen on August 8, 2025, converting Heliogen into a direct, wholly owned subsidiary of Zeo Energy. The transaction used an exchange ratio of 0.9591 Zeo Class A shares for each Heliogen share. Zeo reported it had 48,526,464 shares issued and outstanding immediately prior to closing and was expected to have 54,832,032 shares issued and outstanding after giving effect to the closing.
The filing notes Zeo filed a Form S-4 on July 2, 2025, which the SEC declared effective on July 11, 2025, and attaches Heliogens historical financial statements and unaudited pro forma condensed combined financial information as Exhibits 99.1 and 99.2. Certain exhibits are omitted or redacted under Regulation S-K.
Zeo Energy Corp. is reported in a Schedule 13G/A as having 760,000 Class A shares issuable upon exercise of warrants held by Adage-related entities and principals. Those 760,000 shares represent 3.22% of the Class A shares based on 22,824,845 shares outstanding as reported by the company. The filing shows 0 sole voting and 760,000 shared voting and dispositive powers among Adage Capital Management, L.P., Robert Atchinson and Phillip Gross, indicating the position is shared rather than unilaterally controlled. The disclosure is limited to warrant-issuable shares and does not report current sole ownership of Class A shares.
Zeo Energy Corp. announced completion of the transactions under the previously disclosed Merger Agreement with Heliogen. The company completed a two-step merger structure in which Merger Sub I merged into Heliogen (with Heliogen initially surviving and becoming a direct, wholly-owned subsidiary of Zeo Energy) and, immediately thereafter, the surviving entity merged into Merger Sub II, leaving Merger Sub II as the surviving direct, wholly-owned subsidiary of Zeo Energy.
The company furnished a press release announcing consummation as Exhibit 99.1. The filing includes customary forward-looking statements and identifies risks including the ability to consolidate Heliogen’s assets, maintain Nasdaq listing, liquidity and trading limitations, potential litigation, operational risks and other uncertainties; the company disclaims any obligation to update forward-looking statements.