Welcome to our dedicated page for Shoals Technologies Group SEC filings (Ticker: SHLS), 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.
Shoals Technologies Group, Inc. filings document formal disclosures for an operating company that provides EBOS solutions, BESS products and OEM components for the energy transition market. Recent 8-Ks furnish quarterly and annual financial results, conference-call exhibits, outlook language, backlog and awarded-order metrics, and corrections to previously furnished earnings materials.
The company’s proxy and governance filings cover annual meeting votes, director elections, advisory executive-compensation matters, auditor ratification and equity-based compensation disclosures. Other material-event reports record officer appointments and related compensatory arrangements, including terms under the company’s long-term incentive plan.
Shoals Technologies Group, Inc. Chief People Officer James Ryan Hart reported a tax-withholding disposition of 6,479 shares of Class A common stock at $12.18 per share. The shares were withheld to cover income tax obligations upon vesting of restricted stock units and are not an open-market sale. After this withholding, he holds 102,173 shares directly.
Shoals Technologies Group, Inc. Chief Financial Officer Dominic Bardos reported a tax-related share disposition tied to vesting of restricted stock units. The company withheld 30,204 shares of Class A common stock to satisfy his income tax obligations, using a price of $12.18 per share for tax reporting under the 2021 Long-Term Incentive Plan.
According to the disclosure, this withholding “does not represent a sale” by Bardos. After this transaction, he directly holds 364,775 shares of Shoals Class A common stock.
Shoals Technologies Group, Inc. reported a routine insider equity event involving its President, Jeffery Tolnar. On June 1, 2026, 8,630 shares of Class A common stock were withheld at $12.18 per share to cover his income tax obligations tied to vesting restricted stock units. The company clarifies this is a tax-withholding disposition under its 2021 Long-Term Incentive Plan and does not represent an open-market sale by Tolnar. After this withholding, he directly holds 273,800 shares of Class A common stock.
Shoals Technologies Group Chief Financial Officer Dominic Bardos reported an open-market sale of Class A common stock. On May 8, 2026, he sold 54,449 shares at a weighted average price of $8.48 per share in multiple trades.
According to the disclosure, the individual sale prices ranged from $8.35 to $8.615 per share. After these transactions, Bardos directly holds 394,979 shares of Shoals Technologies Group common stock.
SHLS submitted a Form 144 disclosing proposed sales of Class A Common shares tied to its long-term incentive plan. The filing lists multiple grant dates and share amounts (for example: 07/13/2023 — 13,407 shares; 03/04/2025 — 9,520 shares) and is recorded with the exchange as NASDAQ.
Shoals Technologies Group reported strong top-line growth but flat profitability in Q1 2026. Revenue rose 74.9% year over year to $140.6 million, driven by higher project volumes and market share gains. Gross margin narrowed to 29.2% from 35.0% as tariffs, higher materials costs, and facility-related amortization increased cost of revenue.
The company posted a small net loss of $0.3 million, similar to the prior year, as legal and settlement costs offset operating gains. Adjusted EBITDA improved to $21.1 million from $13.5 million. Operating cash flow turned to an outflow of $41.4 million, mainly from inventory builds and working-capital changes, and cash ended at $1.9 million.
Backlog and awarded orders totaled $758.0 million, with significant volumes expected to ship within 12 months. Revolving credit facility borrowings increased to $181.8 million with $15.4 million of remaining availability. The estimated total loss tied to the wire insulation shrinkback issue remains $73.0 million, with $71.8 million incurred and a remaining warranty liability of $1.2 million. A securities litigation settlement of $70.0 million was preliminarily approved, of which $64.8 million is covered by insurance, leaving a $5.3 million expense this quarter.
Shoals Technologies Group reported strong growth for the first quarter of 2026. Revenue rose 74.9% to $140.6 million, while gross profit increased to $41.0 million. However, higher tariffs, facility costs and materials reduced gross margin to 29.2% from 35.0%.
Income from operations improved to $7.7 million, but a $5.3 million litigation settlement expense led to a small net loss of $0.3 million. Adjusted EBITDA grew to $21.1 million and adjusted net income to $12.1 million. Backlog and awarded orders reached a record $758.0 million, and the company issued second-quarter and raised full-year 2026 revenue and adjusted EBITDA outlook.
Ramdev Niharika reported acquisition or exercise transactions in this Form 4 filing.
Shoals Technologies Group, Inc. director Ramdev Niharika received an equity award of 22,671 shares of Class A Common Stock, reported as restricted stock units (RSUs). After this grant, the director holds 96,011 shares directly.
The RSUs will vest on the date of the 2027 shareholder meeting and, under the director’s deferral election, the vested shares will be delivered six months after separation from service, making this a compensation-related, non‑market transaction.
Shoals Technologies Group, Inc. director Toni Volpe reported an equity compensation grant of Class A Common Stock. On April 30, 2026, he acquired 22,671 shares at a price of $0.00 per share as a grant of restricted stock units. According to the footnote, these RSUs will vest and be delivered on the date of the 2027 shareholder meeting. Following this award, Volpe directly holds 122,452 shares of Class A Common Stock.
MILLS JEANNETTE M reported acquisition or exercise transactions in this Form 4 filing.
Shoals Technologies Group director Jeannette M. Mills received an equity award of 22,671 shares of Class A Common Stock as restricted stock units. These RSUs will vest on the date of the 2027 shareholder meeting and will be delivered on June 30, 2031 under her deferral election. Following this grant, she directly holds 104,096 shares.