SEC ownership of Soluna Holdings, Inc

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000064463.

Comparable stake leader

Generate Strategic Credit Master Fund I-B, L.P.

Disclosed value leader

Robert L. Bugbee

Comparable rows

50/50

Latest evidence

28 Aug 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Generate Strategic Credit Master Fund I-B, L.P.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
28 Aug 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000064463
Issuer location
Albany, NY

Ownership snapshot

Top shareholders of Soluna Holdings, Inc (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Generate Strategic Credit...
Disclosed value leader
Robert L. Bugbee
Comparable rows
50/50
Latest evidence
28 Aug 2026
13D/G 13F 3/4/5 Lead comparable stake: 10% 13D/G row: Generate Strategic Credit Master Fund I-B, L.P. Showing 1-8 of 50 holder rows.

Quick read

Generate Strategic Credit Master Fund I-B, L.P. leads the comparable SEC ownership view at 10%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Generate Strategic Credit Master Fund I-B, L.P.'s linked filing trail.
Comparable ownership Top 5
Generate Strategic Credit Master ... 10%
YA II PN, Ltd. 10%
Robert L. Bugbee 9.8%
BlackRock, Inc. 5.3%
ALPHA CAPITAL ANSTALT 1.5%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Generate Strategic Credit Master Fund I-B, L.P.
13D/G
10%
$1,605,998
3,345,829 shares
$0 12 Sep 2025
YA II PN, Ltd.
13D/G
10%
$858,309
1,059,641 shares
$0 05 Feb 2025
Robert L. Bugbee
13D/G
BUGBEE ROBERT L
9.8%
$17,264,248
15,414,507 shares
+$2,327,522 05 Aug 2026
BlackRock, Inc.
13F 13D/G
Company
5.3%
from 13D/G
$11,245,843
8,330,254 shares
30 Jun 2026
ALPHA CAPITAL ANSTALT
13D/G
1.5%
$2,456,497
1,045,318 shares
$0 30 Sep 2025
Ryan Carver
3/4/5
Chief Development Officer
2%
$4,320,000
3,200,000 shares
01 Aug 2026
Thomas J. Marusak
3/4/5
Director
1.3%
$1,412,607
1,998,596 shares
01 Jun 2026
Mary Jennifer OReilly
3/4/5
Chief People Officer
1.1%
$1,204,157
1,703,675 shares
-$145,041 10 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$1,039,576.

Buys
$280,200
Insiders: 2
Sells
$1,319,776
Insiders: 7
Net
-$1,039,576
Shares: +55,743
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 200,000 Shares: 144,257
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 100,000 88,070 $117,000 $865,256 -$748,256
3-6 100,000 18,900 $163,200 $199,946 -$36,746
6-9 0 1,300 $0 $1,833 -$1,833
9-12 0 35,987 $0 $252,742 -$252,742

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-18 of 18 reporting-owner rows connected to Soluna Holdings, Inc. Open a relationship link for the CIK-to-CIK filing trail.

Rows
18
Largest Forms 3/4/5 holder
Michael M. Toporek
Net 12M change
-$1,039,576
Latest report
03 Sep 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Michael M. Toporek Director $24,571,354 Mixed 01 Jun 2026
John Belizaire Chief Executive Officer, Director $9,643,406 +$17,117 +0.18% Filing P/S 01 Sep 2026
Ryan Carver Chief Development Officer $4,320,000 Median 01 Aug 2026
William P. Phelan Director $3,315,166 -$843,111 -20% Filing P/S 03 Sep 2026
Jessica L. Thomas Chief Accounting Officer $2,588,302 -$35,475 -1.4% Filing P/S 15 Jun 2026
David C. Michaels Director $1,924,906 -$54,722 -2.8% Mixed 01 Jun 2026
Michael Picchi Chief Financial Officer $1,617,312 +$220,200 +16% Filing P/S 28 Aug 2026
Matthew E. Lipman Director $1,486,355 Mixed 01 Jun 2026
John Bottomley Director $1,469,084 -$10,005 -0.68% Mixed 01 Jun 2026
Thomas J. Marusak Director $1,412,607 Mixed 01 Jun 2026
Mary Jennifer OReilly Chief People Officer $1,204,157 -$145,041 -11% Mixed 10 Jun 2026
William Hazelip Director $1,203,580 Mixed 01 Jun 2026
Edward R. Hirshfield Director $1,203,481 -$188,539 -14% Mixed 17 Aug 2026
Agnieszka Teresa Budzyn Director $1,149,450 Mixed 01 Dec 2025
Philip F. Patman Jr. Chief Financial Officer $510,858 Mixed 14 Apr 2023
John Tunison Chief Financial Officer $296,627 Mixed 10 Jun 2025
Alykhan Madhavji Director $84,640 Mixed 25 Mar 2022
Moshe Binyamin President-MTI Instruments,Inc. $47,549 Mixed 02 Jul 2021

Recent insider transactions for Soluna Holdings, Inc

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
William P. Phelan SLNH Common Stock Sale -0.53% $13,481 $1.12 -12,037 2,279,985 03 Sep 2026 Direct
John Belizaire SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -1.01% $11,910 $11.91 -1,000 98,042 01 Sep 2026 Direct
William P. Phelan SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -4.81% $38,511 $12.08 -3,188 63,045 31 Aug 2026 Direct
William P. Phelan SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -7.07% $61,728 $12.25 -5,039 66,233 28 Aug 2026 Direct
Michael Picchi SLNH Common Stock Purchase 1.42% $22,600 $1.13 20,000 1,431,250 28 Aug 2026 Direct
William P. Phelan SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -10.2% $97,836 $12.08 -8,099 71,272 27 Aug 2026 Direct
John Belizaire SLNH Common Stock Purchase 0.71% $60,000 $1.20 50,000 7,063,105 26 Aug 2026 Direct
William P. Phelan SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -2.29% $22,512 $12.09 -1,862 79,371 26 Aug 2026 Direct
William P. Phelan SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -5.8% $60,000 $12.00 -5,000 81,233 25 Aug 2026 Direct
William P. Phelan SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -5.48% $58,300 $11.66 -5,000 86,233 24 Aug 2026 Direct
Michael Picchi SLNH Common Stock Purchase 0.71% $11,400 $1.14 10,000 1,411,250 24 Aug 2026 Direct
William P. Phelan SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -8.84% $108,680 $12.29 -8,843 91,233 21 Aug 2026 Direct
Michael Picchi SLNH Common Stock Purchase 1.45% $23,000 $1.15 20,000 1,401,250 20 Aug 2026 Direct
William P. Phelan SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -1.14% $14,405 $12.45 -1,157 100,076 20 Aug 2026 Direct
William P. Phelan SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -4.71% $63,050 $12.61 -5,000 101,233 19 Aug 2026 Direct
Edward R. Hirshfield SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -100% $111,146 $12.34 -9,007 0 17 Aug 2026 Direct
Ryan Carver SLNH Common Stock Award 3,200,000 3,200,000 01 Aug 2026 Direct
William P. Phelan SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -2.81% $33,814 $11.00 -3,074 106,233 22 Jun 2026 Direct
William P. Phelan SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -4.22% $52,943 $11.00 -4,813 109,307 18 Jun 2026 Direct
William P. Phelan SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -8.14% $108,715 $10.75 -10,113 114,120 17 Jun 2026 Direct
Jessica L. Thomas SLNH Common Stock Sale -0.32% $8,225 $1.70 -4,838 1,516,760 15 Jun 2026 Direct
Mary Jennifer OReilly SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -100% $11,888 $11.10 -1,071 0 11 Jun 2026 Direct
Mary Jennifer OReilly SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -84.2% $61,873 $10.80 -5,729 1,071 10 Jun 2026 Direct
Jessica L. Thomas SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -73.5% $27,250 $10.90 -2,500 900 10 Jun 2026 Direct
Mary Jennifer OReilly SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -49.2% $71,280 $10.80 -6,600 6,800 08 Jun 2026 Direct
Michael Toporek SLNH Common Stock Award 74.4% 7,310,534 17,132,816 01 Jun 2026 Direct
John Bottomley SLNH 9.0% Series A Cumulative Perpetual Preferred Stock Sale -3.64% $10,004 $10.00 -1,000 26,489 01 Jun 2026 Direct
John Bottomley SLNH Common Stock Award 74.3% 726,401 1,703,559 01 Jun 2026 Direct
Jessica L. Thomas SLNH Common Stock Award 91.4% 726,401 1,521,598 01 Jun 2026 Direct
Matthew E. Lipman SLNH Common Stock Award 74.3% 726,401 1,703,803 01 Jun 2026 Direct
Edward R. Hirshfield SLNH Common Stock Award 74.4% 726,401 1,702,719 01 Jun 2026 Direct
John Belizaire SLNH Common Stock Tax liability -0.83% -58,984 7,013,105 01 Jun 2026 Direct
John Belizaire SLNH Common Stock Award 74.5% 3,018,802 7,072,089 01 Jun 2026 Direct
William Hazelip SLNH Common Stock Award 74.4% 726,401 1,702,859 01 Jun 2026 Direct
Thomas J. Marusak SLNH Common Stock Award 73.9% 849,556 1,998,596 01 Jun 2026 Direct
Mary Jennifer OReilly SLNH Common Stock Award 74.3% 726,401 1,703,675 01 Jun 2026 Direct
David C. Michaels SLNH Common Stock Award 72% 849,556 2,029,343 01 Jun 2026 Direct
William P. Phelan SLNH Common Stock Award 73.8% 973,307 2,292,022 01 Jun 2026 Direct
John Belizaire SLNHP 9.0% Series A Cumulative Perpetual Preferred Stock Sale -1% $10,400 $10.40 -1,000 99,042 01 Jun 2026 Direct
Michael Picchi SLNH Common Stock Purchase 7.8% $163,200 $1.63 100,000 1,381,250 21 May 2026 Direct
John Belizaire SLNH 9.0% Series A Cumulative Perpetual Preferred Stock Sale -0.99% $7,250 $7.25 -1,000 100,042 06 Apr 2026 Direct
Jessica L. Thomas SLNH Common Stock Award 137.2% 460,000 795,197 01 Jan 2026 Direct
William P. Phelan SLNH Common Stock Sale -0.1% $1,833 $1.41 -1,300 1,318,715 16 Dec 2025 Direct
David C. Michaels SLNH 9.0% Series A Cumulative Perpetual Preferred Stock Sale -9.67% $52,495 $9.26 -5,669 52,977 12 Dec 2025 Direct
David C. Michaels SLNH Common Stock Sale -0.09% $2,227 $2.19 -1,017 1,179,787 12 Dec 2025 Direct
Edward R. Hirshfield SLNH 9.0% Series A Cumulative Perpetual Preferred Stock Sale -18.2% $19,520 $9.76 -2,000 9,007 12 Dec 2025 Direct
Edward R. Hirshfield SLNH 9.0% Series A Cumulative Perpetual Preferred Stock Sale -6.31% $7,336 $9.90 -741 11,007 11 Dec 2025 Direct
William P. Phelan SLNH 9.0% Series A Cumulative Perpetual Preferred Stock Sale -2.92% $35,576 $9.52 -3,737 124,233 11 Dec 2025 Direct
Edward R. Hirshfield SLNH 9.0% Series A Cumulative Perpetual Preferred Stock Sale -14.6% $19,400 $9.70 -2,000 11,748 10 Dec 2025 Direct
William P. Phelan SLNH 9.0% Series A Cumulative Perpetual Preferred Stock Sale -5.19% $67,070 $9.58 -7,001 127,970 10 Dec 2025 Direct
* marks a reported price that did not pass the local price check.
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