SEC ownership of Via Renewables, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001606268.

Comparable stake leader

W. Keith Maxwell III

Disclosed value leader

W. Keith Maxwell III

Comparable rows

0/4

Latest evidence

13 Jun 2024

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
13 Jun 2024
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001606268
Issuer location
Houston, TX

Ownership snapshot

Top shareholders of Via Renewables, 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
W. Keith Maxwell III
Disclosed value leader
W. Keith Maxwell III
Comparable rows
0/4
Latest evidence
13 Jun 2024
3/4/5 Highest disclosed value: $36,556,619 4 rows are not safely comparable across share classes.

Quick read

W. Keith Maxwell III has the largest disclosed position value at $36.56M.

0 of 4 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 W. Keith Maxwell III's linked filing trail.
Disclosed position value Top 4
W. Keith Maxwell III $36.56M
James G. Jones II $496.8K
Nick W. Evans Jr. $462.5K
Barbara Clay $91.7K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-4 of 4 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
W. Keith Maxwell III
3/4/5
Chief Executive Officer, Director
class O/S missing
$36,556,619
3,323,329 shares
13 Jun 2024
James G. Jones II
3/4/5
Chief Financial Officer
class O/S missing
$496,755
85,500 shares
15 Sep 2021
Nick W. Evans Jr.
3/4/5
Director
class O/S missing
$462,478
37,117 shares
16 Dec 2021
Barbara Clay
3/4/5
Acting General Counsel and Sec
mixed-class rows
$91,706
10,107 shares
mixed-class rows
18 May 2023
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

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 05 Sep 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-9 of 9 reporting-owner rows connected to Via Renewables, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
9
Largest Forms 3/4/5 holder
W. Keith Maxwell III
Net 12M change
$0
Latest report
13 Jun 2024
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
W. Keith Maxwell III Chief Executive Officer, Director $36,556,619 Mixed 13 Jun 2024
James G. Jones II Chief Financial Officer $496,755 Mixed 15 Sep 2021
Nick W. Evans Jr. Director $462,478 Mixed 16 Dec 2021
Barbara Clay Acting General Counsel and Sec $91,706 Mixed 18 May 2023
Amanda Bush Director $0 Mixed 13 Jun 2024
Mike Barajas Chief Financial Officer $0 Mixed 13 Jun 2024
Paul Konikowski Chief Operating Officer $0 Mixed 13 Jun 2024
Kenneth M. Hartwick Director $0 Mixed 13 Jun 2024
Andrew Stephen Kennedy Director Mixed 07 Jun 2023

Recent insider transactions for Via Renewables, 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
No insider transactions were found in the last 12 months for this issuer.
* marks a reported price that did not pass the local price check.
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