Timothy A. Bridgewater - 31 Dec 2025 Form 5 Insider Report for Zeo Energy Corp. (ZEO)

Role
Chief Executive Officer, Director, 10%+ Owner
Signature
/s/ Timothy A Bridgewater
Issuer symbol
ZEO
Transactions as of
31 Dec 2025
Net transactions value
$0
Form type
5
Filing time
10 Mar 2026, 16:15:10 UTC
Previous filing
15 Mar 2024
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
BRIDGEWATER TIMOTHY A Chief Executive Officer, Director, 10%+ Owner 7625 LITTLE ROAD, STE 200A, NEW PORT RICHEY /s/ Timothy A Bridgewater 10 Mar 2026 0001281253

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction ZEO Class A Common Stock Award +50,000 +6.6% $0.000000* 812,545 14 Mar 2024 Direct
transaction ZEO Class V Common Stock Award +10,460,410 $0.000000* 8,110,410 14 Mar 2024 See Footnote F1
transaction ZEO Class V Common Stock Conversion of derivative security -750,000 -8.5% $0.000000* 8,110,410 12 Feb 2025 See Footnote F2
transaction ZEO Class A Common Stock Conversion of derivative security +750,000 +1199% $0.000000* 812,545 12 Feb 2025 See Footnote F3
transaction ZEO Class V Common Stock Conversion of derivative security -1,500,000 -16% $0.000000* 8,110,410 12 Feb 2025 See Footnote F2
transaction ZEO Class A Common Stock Conversion of derivative security +1,500,000 $0.000000* 812,545 12 Feb 2025 See Footnote F4
transaction ZEO Class A Common Stock Conversion of derivative security -813,955 -50% $0.000000* 812,545 31 Mar 2025 See Footnote F5
transaction ZEO Class A Common Stock Conversion of derivative security -350,000 -30% $0.000000* 812,545 04 Aug 2025 See Footnote F5
transaction ZEO Class A Common Stock Conversion of derivative security -168,500 -17% $0.000000* 812,545 13 Aug 2025 See Footnote F5
transaction ZEO Class V Common Stock Conversion of derivative security -100,000 -1.2% $0.000000* 8,110,410 06 Nov 2025 See Footnote F2
transaction ZEO Class A Common Stock Conversion of derivative security +100,000 +14% $0.000000* 812,545 02 Nov 2025 See Footnote F4
transaction ZEO Class A Common Stock Conversion of derivative security -255,000 -24% $0.000000* 812,545 06 Nov 2025 See Footnote F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 Comprises shares of Class V Common Stock of the Issuer held of record by LCB Trust and Sun Managers, LLC, for which the Reporting Person serves as trustee and manager, respectively, and may, therefore, be deemed to be the beneficial owner of shares held by such entities. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F2 Comprises shares of Class V Common Stock being converted into Class A Common Stock.
F3 Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by LCB Trust, for which the Reporting Person serves as trustee, and may, therefore, be deemed to be the beneficial owner of shares held by such entity. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F4 Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by Sun Managers, LLC, for which the Reporting Person serves as manager, and may, therefore, be deemed to be the beneficial owner of shares held by such entity. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F5 Comprises shares of Class A Common Stock transferred from Sun Managers, LLC.