Zacks Investment ResearchT3·1mo ago
SUNE SUNation Energy, Inc. Common Stock
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
SUNE
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Key stats
Related
About
- Industry (SIC)
- CONSTRUCTION - SPECIAL TRADE CONTRACTORS (1700) · industry map
- Exchange
- XNAS
- Market Cap
- $0.0B
- Employees
- 164
- List Date
- 2022-03-29
- CIK
- 0000022701
- Next Earnings
- 2026-11-06
- Headquarters
- Ronkonkoma, NY
- Homepage
- https://www.sunation.com
SUNation Energy Inc provides households with sustainable solar energy, backup power and security, control and predictability, and cost savings. The company provides a full range of installation services, including design, engineering, procurement, permitting, construction, grid connection, warranty, monitoring, and maintenance of residential solar energy systems. It also offers battery storage to customers in select markets and serves a limited number of enterprise customers. The company's operating segments are: SUNation NY and HEC. Maximum revenue is generated from the SUNation NY segment, w…
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '24 | '25 | '26 | Avg |
|---|---|---|---|---|
| Jan | -- | -26.69% | -12.04% | -19.37% |
| Feb | -- | -84.07% | 47.28% | -18.39% |
| Mar | -- | 36.17% | 49.66% | 42.91% |
| Apr | -- | -96.02% | -36.04% | -66.03% |
| May | -- | -37.23% | -10.53% | -23.88% |
| Jun | -- | 8.97% | 82.95% | 45.96% |
| Jul | -- | -1.23% | -8.44% | -4.83% |
| Aug | -- | -4.19% | -1.28% | -2.74% |
| Sep | -- | -2.78% | -0.63% | -1.70% |
| Oct | -- | -2.45% | -12.72%* | -7.59% |
| Nov | -5.59% | -3.65% | -- | -4.62% |
| Dec | -15.16% | -18.90% | -- | -17.03% |
| Total | -19.90% | -99.70% | 59.12% | -20.16% |
* Only 3 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $2.20
SMA 50: $2.41
SMA 200: $1.97
Current: $1.99
EMA 12: $2.11
EMA 26: $2.24
MACD: -0.1330 | Signal: -0.0157
BEARISH
ADX (14): 17.40
RANGE
+DI: 14.49
−DI: 22.45
Momentum Oscillators
RSI (14): 39.23
NEUTRAL
Stoch %K: 16.52
Stoch %D: 19.78
Williams %R: -82.57
Volume & Volatility
BB Upper: $2.46
BB Lower: $1.93
NEUTRAL
OBV: 686,418,336
Vol SMA 20: 79,098
Vol ROC: -49.97%
ATR: $0.18
True Range: $0.08
HV 20: 60.5%
HV 30: 69.6%
HV 60: 161.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2016-03-31T00:00:00 – 2026-10-26T00:00:00
AI Analysis
Here is the LLM Stock Analysis Report for SUNE:
Executive Summary
Overall Assessment: BEARISH (Confidence Level: 6/10)
Key Drivers:
- High volatility, indicating increased market uncertainty
- Recent negative news headlines regarding merger agreements and regulatory issues
Primary Risks:
- High beta indicates increased risk relative to the broader market
- Uncertainty surrounding recent merger agreement and potential regulatory implications
Investment Thesis:
SUNE appears overvalued in the short-term due to its high volatility and recent negative news sentiment. However, the company's strong earnings performance and growth potential may attract investors seeking exposure to the clean energy sector.
Recent News Sentiment Impact:
The recent news headlines have had a negative impact on SUNE's stock price, with two out of six articles featuring negative sentiments about merger agreements and regulatory issues.
Technical Analysis
Trend Direction: NEUTRAL (Short-term: neutral, Medium-term: bearish, Long-term: bullish)
Support/Resistance Levels:
- SMA 20: $2.43 (resistance)
- EMA 12: $2.44 (support)
- Bollinger Bands Upper: $2.76 (resistance)
- Lower: $2.09 (support)
Momentum Signals:
- RSI: 43.64 (neutral)
- MACD: -0.01 / Signal: -0.03 / Histogram: 0.01 (bullish)
- Stochastic %K: 27.49
- Stochastic %D: 42.59
- Williams %R: -89.18
Volume Analysis:
- Volume SMA 20: 151686.36 ( decreasing volume trend)
- On-Balance Volume (OBV): 565432627.47 (increasing OBV trend)
News & Sentiment Analysis
Recent Headlines Summary:
- Negative news headlines regarding merger agreements and regulatory issues
- Positive news headlines about earnings performance and growth potential in the clean energy sector
Sentiment Assessment: NEGATIVE (3/5)
Catalyst Identification:
- Earnings report due soon, may impact stock price
- Regulatory approval for merger agreement expected within the next quarter
Market Narrative:
The recent negative news sentiment has led to a bearish trend in SUNE's stock price. The company's high volatility and regulatory issues have increased uncertainty, making it challenging for investors to determine its true value.
Risk & Volatility Assessment
Risk Assessment: HIGH RISK (Confidence Level: 8/10)
Beta Interpretation:
- Beta: 2.86 (vs SPY) - indicates high risk relative to the broader market
Volatility Regime:
- Current volatility level: 4.47 (high)
- Historical volatility levels: HV20 87.9%, HV30 164.3%, HV60 383.6%
Options Market Signals:
- IV Premium vs HV30: N/A (positive) - indicates implied richer than realized
Downside Protection:
- Support levels: SMA 20, EMA 12
- Risk management considerations: stop-loss at $2.00, position sizing 0.5-1.5% of portfolio
Market Context & Positioning
Sector Performance:
- Clean energy sector: bullish trend (upward momentum)
Institutional Activity:
- Decreasing volume trend - institutional interest waning
Correlation Analysis:
- Correlation with SPY: 0.08 - indicates low correlation with the broader market
Relative Valuation:
- Overvalued relative to sector peers, underperforming the clean energy sector index
Key Levels & Action Items
Critical Price Levels:
- Support: $2.00, $1.80
- Resistance: $2.40, $2.76
Breakout/Breakdown Levels:
- Breakout above SMA 20: bullish signal
- Breakdown below EMA 12: bearish signal
Time-Sensitive Catalysts:
- Earnings report due soon - may impact stock price
- Regulatory approval for merger agreement expected within the next quarter
Risk Management:
- Stop-loss at $2.00, position sizing 0.5-1.5% of portfolio
Please let me know if you would like me to make any changes or adjustments!
Generated
News
All SUNE news →
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SUNE Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 2.4265
Alpha: 386.95%
Correlation: 0.0677
R-Squared: 0.5%
Stock Volatility: 456.9%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
SUNE Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
SUNE Insider Trading (Form 4)
Latest: 2026-05-01Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-05-01 | Scott Maskin | Chief Executive Officer | Buy (P) | +554,712 | $1.77 | $981.8K | EDGAR |
| 2026-05-01 | James Robert Brennan | Chief Financial Officer | Buy (P) | +123,254 | $1.77 | $218.2K | EDGAR |
| 2024-12-13 | Roger HD Lacey | Director | Buy (P) | +1,680 | $2.84 | $4.8K | EDGAR |
| 2024-12-12 | Scott Maskin | Director | Buy (P) | +3,500 | $2.81 | $9.8K | EDGAR |
| 2024-12-12 | James Robert Brennan | Chief Operating Officer | Buy (P) | +2,000 | $2.81 | $5.6K | EDGAR |
| 2016-04-11 | Ilan Daskal | EVP & CFO Designee | Award (A) | +400,000 | $0.36 | $144.0K | EDGAR |
| 2016-03-14 | Martin H. Truong | SVP & General Counsel | Tax (F) | −465 | $1.80 | -$837 | EDGAR |
| 2016-03-14 | Brian Wuebbels | EVP, CAO & CFO | Tax (F) | −1,160 | $1.80 | -$2.1K | EDGAR |
| 2016-03-14 | Ahmad R Chatila | President & CEO | Tax (F) | −657 | $1.80 | -$1.2K | EDGAR |
| 2015-12-24 | Martin H. Truong | SVP & General Counsel | Award (A) | +27,000 | $5.31 | $143.4K | EDGAR |
| 2015-12-24 | Stephen Cerrone | Chief Human Resources Officer | Award (A) | +135,000 | $5.31 | $716.9K | EDGAR |
| 2015-10-05 | Stephen Cerrone | Chief Human Resources Officer | Award (A) | +50,000 | $7.20 | $360.0K | EDGAR |
| 2015-09-16 | Clayton C Daley Jr | Director | Buy (P) | +10,000 | $11.11 | $111.1K | EDGAR |
| 2015-09-15 | Ahmad R Chatila | President & CEO | Buy (P) | +4,800 | $10.87 | $52.2K | EDGAR |
| 2015-09-03 | Georganne Proctor | Director | Buy (P) | +1,000 | $11.26 | $11.3K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
SUNE Insider Holdings
3 insiders · @ $1.99
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Scott Maskin | Chief Executive Officer | 554,736 | $1.10M | $991.7K | 2 | 2026-05-01 |
| 2 | James Robert Brennan | Chief Financial Officer | 123,269 | $245.3K | $223.8K | 2 | 2026-05-01 |
| 3 | Roger HD Lacey | Director | 10 | $20 | $4.8K | 1 | 2024-12-13 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
SUNE Board & Officers
As of SEC filings through Jun 18, 2026Directors 1
- Scott Maskin · since Nov 9, 2022
Officers 2
- Scott Maskin · Chief Executive Officer · listed since May 2026
- James Robert Brennan · Chief Operating Officer · since May 28, 2024
10% owners 2
- AWM Investment Company, Inc. (entity) · since Jun 8, 2026
- Scott Maskin · listed since May 2026
Changes in the last 10 years (44)
| Jun 8, 2026 | AWM Investment Company, Inc. became a 10% owner |
| May 1, 2026 | Scott Maskin first listed as a 10% owner in an SEC filing |
| May 1, 2026 | Scott Maskin first listed as Chief Executive Officer in an SEC filing |
| Nov 26, 2024 | Spring Hollis became a director |
| Nov 26, 2024 | Kevin Michael OConnor became a director |
| Nov 26, 2024 | Andrew Childs became Interim CFO |
| Oct 9, 2024 | Jeffrey J. Conroy became a 10% owner |
| Aug 19, 2024 | The company announced the departure of Scott Honour from the board in an SEC filing |
| Jul 3, 2024 | The company announced the departure of Randall D Sampson from the board in an SEC filing |
| Jul 2, 2024 | The company announced the departure of Marilyn S. Adler from the board in an SEC filing |
| Jul 1, 2024 | The company announced the departure of Eric Ingvaldson as Chief Financial Officer in an SEC filing |
| May 28, 2024 | James Robert Brennan became Chief Operating Officer |
| May 17, 2024 | The company announced the departure of Kyle Udseth from the board in an SEC filing |
| May 17, 2024 | The company announced the departure of Kyle Udseth as Chief Executive Officer in an SEC filing |
| Mar 22, 2023 | Kristin Hlavka listed as Corporate Controller (previously Controller) in SEC filings |
| Nov 9, 2022 | Scott Maskin became a director |
| Oct 10, 2022 | Eric Ingvaldson became Chief Financial Officer |
| Jun 15, 2022 | The company announced the departure of Mark Fandrich as Vp/cfo in an SEC filing |
| May 16, 2022 | Roger HD Lacey no longer listed as Chairman/Interim CEO in SEC filings |
| Mar 29, 2022 | Steven Webster reported in an SEC filing no longer being a director |
| Mar 29, 2022 | Richard A Primuth reported in an SEC filing no longer being a director |
| Mar 28, 2022 | Tom Holland became a director |
| Mar 28, 2022 | Scott Honour became a director |
| Mar 28, 2022 | Northern Pacific Growth Investment Advisors, LLC became a 10% owner |
| Mar 28, 2022 | Marilyn S. Adler became a director |
| Mar 28, 2022 | Kyle Udseth became a director |
| Mar 28, 2022 | Kyle Udseth became Chief Executive Officer |
| Aug 5, 2021 | Anita Kumar reported in an SEC filing no longer being a director |
| Aug 5, 2021 | Anita Kumar reported in an SEC filing no longer being President/CEO |
| Aug 4, 2021 | Roger HD Lacey first listed as Chairman/Interim CEO in an SEC filing |
| May 13, 2021 | Scott Fluegge listed as VP of IT (previously Gm/vp) in SEC filings |
| Mar 8, 2021 | Roger HD Lacey no longer listed as Chairman and CEO in SEC filings |
| Jan 1, 2021 | Mike Siegler became Senior Vice President |
| Dec 1, 2020 | Anita Kumar became a director |
| Dec 1, 2020 | Anita Kumar became President/CEO |
| Jun 17, 2020 | Michael R. Zapata became a director |
| Apr 2, 2020 | Roger HD Lacey first listed as Chairman and CEO in an SEC filing |
| Mar 13, 2018 | Scott Fluegge listed as Gm/vp (previously VP) in SEC filings |
| Feb 15, 2018 | Roger HD Lacey no longer listed as CEO in SEC filings |
| Dec 20, 2017 | Scott Gregory Otis listed as GM/VP Transition Networks (previously VP) in SEC filings |
| Sep 14, 2017 | Bruce C Blackwood listed as VP and General Manager (previously VP) in SEC filings |
| May 24, 2017 | Steven Webster became a director |
| Apr 4, 2017 | Roger HD Lacey first listed as CEO in an SEC filing |
| Apr 4, 2017 | Mark Fandrich listed as Vp/cfo (previously CFO) in SEC filings |
Not reported recently (16)
- Roger HD Lacey · Last reported as a director in an SEC filing dated Dec 13, 2024
- Spring Hollis · Last reported as a director in an SEC filing dated Dec 10, 2024
- Andrew Childs · Last reported as Interim CFO in an SEC filing dated Dec 10, 2024
- Kevin Michael OConnor · Last reported as a director in an SEC filing dated Dec 10, 2024
- Jeffrey J. Conroy · Last reported as a 10% owner in an SEC filing dated Oct 15, 2024
- Tom Holland · Last reported as a director in an SEC filing dated Jul 19, 2024
- Kristin Hlavka · Last reported as Corporate Controller in an SEC filing dated May 17, 2024
- Northern Pacific Growth Investment Advisors, LLC · Last reported as a 10% owner in an SEC filing dated Nov 29, 2023
- Michael R. Zapata · Last reported as a director in an SEC filing dated Sep 22, 2022
- Scott Fluegge · Last reported as VP of IT in an SEC filing dated Aug 5, 2021
- Mike Siegler · Last reported as Senior Vice President in an SEC filing dated Aug 4, 2021
- Curtis A Sampson · Last reported as a director in an SEC filing dated May 23, 2019
- Scott Gregory Otis · Last reported as GM/VP Transition Networks in an SEC filing dated Apr 1, 2019
- Gerald D Pint · Last reported as a director in an SEC filing dated May 23, 2018
- Bruce C Blackwood · Last reported as VP and General Manager in an SEC filing dated May 10, 2018
- Luella G Goldberg · Last reported as a director in an SEC filing dated May 24, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
SUNE Proposed Insider Sales (Form 144)
Latest: 2024-06-04
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2024-06-04 | Lake Street Solar, LLC | Shareholder | 50,000 | $10.0K | 2024-06-04 | Merrill Lynch, Pierce, Fenner & … | — | EDGAR |
| 2023-11-14 | Lake Street Solar, LLC | Shareholder | 50,000 | $33.4K | 2023-11-14 | Merrill Lynch, Pierce, Fenner & … | — | EDGAR |
| 2023-11-14 | Lake Street Solar, LLC | Shareholder | 50,000 | $33.4K | 2023-11-14 | Merrill Lynch, Pierce, Fenner & … | — | EDGAR |
| 2023-09-12 | Lake Street Solar, LLC | Shareholder | 25,000 | $25.8K | 2023-09-12 | Merrill Lynch, Pierce, Fenner & … | — | EDGAR |
| 2023-09-11 | Lake Street Solar, LLC | Shareholder | 5,538 | $5.6K | 2023-09-11 | Merrill Lynch, Pierce, Fenner & … | — | EDGAR |
| 2023-09-08 | Lake Street Solar, LLC | Shareholder | 7,280 | $7.6K | 2023-09-08 | Merrill Lynch, Pierce, Fenner & … | — | EDGAR |
| 2023-09-07 | Lake Street Solar, LLC | Shareholder | 1,182 | $1.2K | 2023-09-07 | Merrill Lynch, Pierce, Fenner & … | — | EDGAR |
| 2023-09-06 | Lake Street Solar, LLC | Shareholder | 2,179 | $2.3K | 2023-09-06 | Merrill Lynch, Pierce, Fenner & … | — | EDGAR |
| 2023-09-05 | Lake Street Solar, LLC | Shareholder | 2,700 | $2.8K | 2023-09-05 | Merrill Lynch, Pierce, Fenner & … | — | EDGAR |
| 2023-09-01 | Lake Street Solar, LLC | Shareholder | 5,327 | $5.6K | 2023-09-01 | Merrill Lynch, Pierce, Fenner & … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
3 ETFs hold SUNE
3 shown · $116.47K total exposure · 0.00% AUM-weighted avg weight
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.