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 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.
Zeo Energy Corp. reported results from its annual meeting held on August 5, 2025. Shareholders representing 47,636,516 of the 49,304,845 eligible shares (about 96.7%) were present or represented by proxy. Five director nominees — Timothy Bridgewater, Dr. Abigail M. Allen, James P. Bensen, Neil Bush and Mark M. Jacobs — were elected with overwhelming support and minimal withholds and 299,811 broker non-votes.
Stockholders approved a proposal under Nasdaq rules to permit issuance of shares equal to or in excess of 20% of outstanding common stock (Vote: 41,798,306 for; 5,528,389 against), ratified Grant Thornton LLP as auditor (47,604,351 for) and approved adjournment procedures. The record date for voting was June 6, 2025.
Zeo Energy (Nasdaq: ZEO) has released its 2025 Definitive Proxy Statement (DEF 14A) ahead of the virtual annual meeting scheduled for August 5, 2025 at 3 p.m. ET. Shareholders of record as of June 6, 2025 (22.8 million Class A and 26.5 million Class V shares outstanding) are entitled to vote online.
The proxy seeks approval on four key items:
- Director Election — five nominees (Timothy Bridgewater, Dr. Abigail M. Allen, James P. Benson, Neil Bush, Mark M. Jacobs) for terms expiring in 2026.
- Nasdaq 20% Rule Proposal — authorization to issue Class A shares equal to or greater than 20% of the company’s outstanding common stock or voting power in private transactions completed in October 2024 and December 2024.
- Auditor Ratification — appointment of Grant Thornton LLP for fiscal year ending December 31, 2025.
- Adjournment — permission to adjourn the meeting if insufficient votes are obtained.
The most material item is the share-issuance request; if approved, management would gain flexibility to issue a sizable block of new equity, potentially diluting existing holdings but providing capital for corporate purposes. No cash compensation changes or major transactions are proposed, and the filing states that no filing fee is required.
Voting can be executed in advance via mail, phone, or the internet, or live during the webcast. Directors and officers may solicit proxies without additional compensation, and brokerage firms will be reimbursed for forwarding materials.