Company · Ownership research

Zeo Energy Corp. ZEO

CIK 0001865506

Form 3 statements with an event date from Oct 1, 2023 to Oct 15, 2026.

Insider trading Initial holdings Institutional holders

Some filings are submitted jointly by several insiders. The SEC form does not apportion the reported figures between them, so results include every joint filer.

Where insider ownership starts.

Form 3 is an initial ownership statement filed when someone becomes a reporting insider. These holdings do not mean they bought shares that day.

202411 of 11 statements

Holdings date	Insider	Initial holdings
Nov 1, 2024	WHITE OAK GLOBAL ADVISORS LLC · LHX Intermediate, LLC 10% owner / 10% owner	8.08M shares	▾
Aug 20, 2024	Holbrook Cannon Chief Financial Officer	15.00K shares	▾
Mar 13, 2024	PERISCOPE CAPITAL INC. 10% owner	1 derivative holding	▾
Mar 13, 2024	BRIDGEWATER TIMOTHY A CEO, CFO, and Director · Director · 10% owner	10.46M shares	▾
Mar 13, 2024	Adams Stirling General Counsel	No securities reported	▾
Mar 13, 2024	Bush Neil Director	No securities reported	▾
Mar 13, 2024	Larsen Kalen Chief Operating Officer	5.52M shares	▾
Mar 13, 2024	Guy Gianluca CISO and Director · Director	5.90M shares	▾
Mar 13, 2024	Bridgewater Brandon Chief Sales Officer	5.52M shares	▾
Mar 13, 2024	Hruby Anton 10% owner	5.90M shares	▾
Mar 13, 2024	Allen Abigail M. Director	No securities reported	▾

Showing 11 / 11 statements in 2024. The complete set is available through the API.

Zeo Energy Corp. · ZEO

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{"ticker":"ZEO","page_size":20}

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.