Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | ENPH | Common Stock | Gift | $0 | -108K | -4.48% | $0.00 | 2.3M | Dec 28, 2023 | By Trust | F1, F2 |
holding | ENPH | Common Stock | 1.15K | Dec 28, 2023 | Direct | ||||||
holding | ENPH | Common Stock | 4.1K | Dec 28, 2023 | By Trust | F3 | |||||
holding | ENPH | Common Stock | 4.1K | Dec 28, 2023 | By Trust | F4 | |||||
holding | ENPH | Common Stock | 85.2K | Dec 28, 2023 | By Charitable Trust | F5 |
Id | Content |
---|---|
F1 | On December 28, 2023, the Reporting Person donated 108,000 shares of the Issuer's Common Stock as a charitable contribution to a charitable gift fund. |
F2 | These shares are held directly by the Rodgers Massey Revocable Living Trust dtd 4/4/11 for which the reporting person and his spouse, Valeta Massey, serve as trustees. |
F3 | These shares are held directly by the Valeta Massey 2012 Irrevocable Trust, for which the Reporting Person's spouse serves as trustee. |
F4 | These shares are held directly by the TJ Rodgers 2012 Irrevocable Trust, for which the Reporting Person's spouse serves as trustee. |
F5 | These shares are held directly by the Rodgers Family Freedom and Free Markets Charitable Trust, a charitable remainder trust for which the reporting person and his spouse, Valeta Massey, serve as trustees and of which the reporting person and his spouse are beneficiaries. The reporting person disclaims beneficial ownership except to the extent of his and his spouse's pecuniary interest therein. |