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 Legal Officer Bobbie Lee King Jr reported several stock moves involving the company’s Class A common stock. On June 16, he sold 10,000 shares in an open-market transaction at a weighted average price of $10.41 per share, with individual trades ranging from $10.34 to $10.47.
That same day, he made a bona fide gift of 1,000 shares to a charitable organization. In separate transactions on June 15 and 16, a total of 12,754 shares were withheld by the company to cover income taxes due upon the vesting of restricted stock units, which the footnotes clarify are not sales by the insider. After these transactions, he directly holds 97,918 shares of Shoals Technologies Group, Inc. common stock.
Shoals Technologies Group, Inc. amended its existing credit agreement by entering into Amendment No. 7, effective June 10, 2026. The amendment adds a new tranche of incremental revolving loans totaling $50,000,000, available for 18 months after the effective date, on substantially the same terms as the existing revolving loans and prepayable without premium or penalty.
The amendment also replaces the prior financial covenant with a maximum consolidated total leverage ratio of 4.00:1.00, with temporary increases permitted if a material acquisition closes, and updates other covenants in a manner described as customary. This 8-K/A itself is being filed only to correct a scrivener’s error in the previously filed version of Amendment No. 7 and to provide a readable exhibit, without material changes to the underlying agreement or other disclosures.
Shoals Technologies Group, Inc. amended its existing credit agreement to add a new tranche of incremental revolving loans with an aggregate principal amount of $50,000,000. This additional revolving capacity is available for 18 months from June 10, 2026 and carries substantially the same terms as the existing revolver.
The amendment also replaces the prior first lien secured leverage covenant with a maximum consolidated total leverage ratio of 4.00:1.00, with temporary higher limits if a material acquisition closes. Certain other covenants were updated in a manner described as customary for facilities of this type. The new loans may be prepaid at any time without premium or penalty.
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.