4/A: Zeo Energy CSO Amends Stock Sale Disclosure
Insider Transaction Amendment
Zeo Energy Corp.'s CSO, Brandon Bridgewater, filed an amended Form 4 to correct previously misstated beneficial ownership figures following stock sales.
Summary
- An amendment (Form 4/A) was filed to a previously submitted Form 4 dated December 12, 2025.
- The purpose of this amendment is to correct an inadvertent error in the number of shares of Zeo Energy Corp.'s capital stock reported in Column 5 of Table I (Amount of Securities Beneficially Owned Following Reported Transaction(s)).
- Brandon Bridgewater, the Chief Strategy Officer (CSO) of Zeo Energy Corp. [ZEO], is the reporting person.
- Bridgewater reported two sales of Class A Common Stock: 4,540 shares on December 10, 2025, at a weighted average price of $1.1500 per share, and 32,669 shares on December 11, 2025, at a weighted average price of $1.1574 per share.
- Following these transactions, the corrected beneficial ownership stands at 2,864,416 shares after the first sale and 2,831,747 shares after the second sale.
- The shares are held indirectly through Clarke Capital, LLC, where Bridgewater serves as manager, though he disclaims beneficial ownership over these shares.
Sentiment
Score: 5
Explanation: The filing is a factual amendment to correct previously misstated beneficial ownership figures, indicating neither positive nor negative operational or financial performance.
Negatives
- An inadvertent error in reporting the number of beneficially owned shares required an amendment to the original Form 4 filing.
Risks
- Inaccurate or misstated reporting of beneficial ownership, even if corrected, can raise minor concerns regarding internal controls and compliance accuracy.
Future Outlook
This filing does not contain any forward-looking statements or guidance regarding the company's future outlook.
Management Comments
- "The Form 4 filed on December 12, 2025 is being amended hereby to correct the number of shares of the Issuer's capital stock reported in Column 5 of Table I which numbers were misstated in the original report due to inadvertent error."
Industry Context
This filing is an insider transaction amendment and does not provide information relevant to broader industry trends or competitive landscape.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Reporting Correction | Amendment of a Form 4 to correct an inadvertent error in the reported number of beneficially owned shares, ensuring compliance with Section 16(a) of the Securities Exchange Act of 1934. | 12/23/2025 | Enhances accuracy and transparency of insider ownership disclosures, reinforcing regulatory compliance. |
Related Party Transactions
- Brandon Bridgewater's beneficial ownership is indirect, through Clarke Capital, LLC, an entity for which he serves as manager. He disclaims beneficial ownership over these shares.
Stakeholder Impact
- Shareholders receive corrected and more accurate information regarding the beneficial ownership of a key executive, enhancing transparency.
Next Steps
- The Reporting Person undertakes to provide full information regarding the number of shares sold at each separate price within the reported range, upon request from the registrant, any security holder, or the SEC staff.
Key Dates
| Date | Description |
|---|---|
| 12/10/2025 | Transaction Date: Sale of 4,540 Class A Common Stock shares by Brandon Bridgewater. |
| 12/11/2025 | Transaction Date: Sale of 32,669 Class A Common Stock shares by Brandon Bridgewater. |
| 12/12/2025 | Date of Original Form 4 filing, which is now being amended. |
| 12/23/2025 | Signature Date of the amended Form 4/A filing. |
Keywords
Zeo Energy, ZEO, Form 4/A, insider trading, stock sale, beneficial ownership, amendment, CSO, Brandon Bridgewater
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