Zeo Energy's three largest insider shareholders as of July 26, 2026 are Intermediate, Llc Lhx (TenPercentOwner, 9.93Mn shares), Llc Esgen (TenPercentOwner, 4.04Mn shares), Llc Esgen (TenPercentOwner, 3.26Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Mark M Jacobs | - | 80,000 | 0 | 15 Mar, 2024 |
| Llc Esgen | - | 4,035,817 | 0 | 15 Mar, 2024 |
| Kalen Larsen | Coo | 0 | 2,411,637 | 05 Sep, 2025 |
| Brandon Bridgewater | Cso | 0 | 2,831,747 | 23 Dec, 2025 |
| Intermediate, Llc Lhx | - | 9,931,851 | 0 | 20 Nov, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 10 Dec, 2025 | Brandon Bridgewater | Class A Common Stock | D | 4,540 | $1.15 | 2,864,416 | I | S |
| 11 Dec, 2025 | Brandon Bridgewater | Class A Common Stock | D | 32,669 | $1.16 | 2,831,747 | I | S |
| 10 Dec, 2025 | Brandon Bridgewater | Class A Common Stock | D | 4,540 | $1.15 | 2,909,416 | I | S |
| 11 Dec, 2025 | Brandon Bridgewater | Class A Common Stock | D | 32,669 | $1.16 | 2,876,747 | I | S |
| 08 Dec, 2025 | Brandon Bridgewater | Class A Common Stock | D | 24,490 | $1.20 | 2,932,147 | I | S |
| 09 Dec, 2025 | Brandon Bridgewater | Class A Common Stock | D | 18,191 | $1.16 | 2,913,956 | I | S |
| 30 Oct, 2025 | Intermediate, Llc Lhx | Class A Common Stock | A | 1,851,851 | - | 9,931,851 | D | C |
| 03 Sep, 2025 | Kalen Larsen | Class A Common Stock | D | 26,636 | $1.61 | 2,411,637 | I | S |
| 03 Sep, 2025 | Brandon Bridgewater | Class A Common Stock | D | 26,636 | $1.61 | 2,956,637 | I | S |
| 29 Aug, 2025 | Brandon Bridgewater | Class A Common Stock | D | 440 | $1.60 | 2,983,273 | I | S |
| 29 Aug, 2025 | Kalen Larsen | Class A Common Stock | D | 440 | $1.60 | 2,438,273 | I | S |
| 27 Aug, 2025 | Kalen Larsen | Class A Common Stock | D | 32,412 | $1.75 | 2,467,588 | I | S |
| 27 Aug, 2025 | Brandon Bridgewater | Class A Common Stock | D | 32,412 | $1.75 | 2,967,588 | I | S |
| 28 Aug, 2025 | Kalen Larsen | Class A Common Stock | D | 28,875 | $1.62 | 2,438,713 | I | S |
| 28 Aug, 2025 | Brandon Bridgewater | Class A Common Stock | D | 28,875 | $1.62 | 2,938,713 | I | S |
| 15 Mar, 2024 | Capital Inc. Periscope | Warrants | D | 2,000 | $0.18 | 782,400 | I | S |
| 20 Mar, 2024 | Capital Inc. Periscope | Warrants | D | 1,200 | $0.13 | 781,200 | I | S |
| 25 Mar, 2024 | Capital Inc. Periscope | Warrants | D | 300,000 | $0.12 | 481,200 | I | S |
| 13 Mar, 2024 | Llc Esgen | Class A Ordinary Shares | D | 1,583,260 | $0.00 | 4,035,817 | D | J |
| 13 Mar, 2024 | Mark M Jacobs | Class A Ordinary Shares | A | 80,000 | - | 80,000 | D | C |