SEC ownership of NeoVolta Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001748137.

Comparable stake leader

Infinite Grid Capital, LP

Disclosed value leader

Brent Willson

Comparable rows

36/50

Latest evidence

19 May 2026

Ownership snapshot 2 signals
Latest 13D/G holder
Infinite Grid Capital, LP
Latest parsed evidence date
19 May 2026
Issuer 2 identity fields
CIK
0001748137
Location
Poway, CA

Ownership snapshot

Top shareholders of NeoVolta 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
Infinite Grid Capital, LP
Disclosed value leader
Brent Willson
Comparable rows
36/50
Latest evidence
19 May 2026
13D/G 13F 3/4/5 Lead comparable stake: 9.4% 14 rows are not safely comparable across share classes. 13D/G row: Infinite Grid Capital, LP Showing 1-8 of 50 holder rows.

Quick read

Infinite Grid Capital, LP leads the comparable SEC ownership view at 9.4%.

36 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.

Comparable ownership Top 5
Infinite Grid Capital, LP 9.4%
DAVIDSON KEMPNER CAPITAL MANAGEME... 4.4%
Brent Willson 8.3%
VANGUARD CAPITAL MANAGEMENT LLC 4%
BlackRock, Inc. 1.2%

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
Infinite Grid Capital, LP
13D/G
9.4%
$12,160,000
4,000,000 shares
$0 05 Feb 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP
13D/G 13F
Company
4.4%
$5,180,722
1,704,185 shares
$0 22 Jan 2026
Brent Willson
3/4/5
10%+ Owner
8.3%
$17,466,000
3,550,000 shares
08 Oct 2025
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
4%
$5,192,637
1,685,921 shares
31 Mar 2026
BlackRock, Inc.
13F
Company
13F
1.2%
$1,512,329
491,016 shares
31 Mar 2026
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
0.87%
$1,143,917
371,218 shares
31 Mar 2026
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
0.61%
$800,492
259,900 shares
31 Mar 2026
VANGUARD FIDUCIARY TRUST CO
13F
Company
13F
0.55%
$719,534
233,615 shares
31 Mar 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 buying over the last 12 months. Net value: +$98,131.

Buys
$98,131
Insiders: 1
Sells
$0
Insiders: 0
Net
+$98,131
Shares: +47,000
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 47,000 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 47,000 0 $98,131 $0 +$98,131
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 1-11 of 11 reporting-owner rows connected to NeoVolta Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
11
Largest Forms 3/4/5 holder
Brent Willson
Net 12M change
+$98,131
Latest report
19 May 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Brent Willson 10%+ Owner $17,466,000 Mixed 08 Oct 2025
Steve Bond Executive Vice President, Director $1,664,056 +$98,131 +6.3% Filing P/S 19 May 2026
Thomas Enzendorfer Chief Technology Officer $114,000 Mixed 19 Mar 2026
Amany Ibrahim Chief Operating Officer $114,000 Mixed 19 Mar 2026
John A. Hass Director Mixed 18 Oct 2024
Susan H. Snow Director Mixed 18 Oct 2024
Michael Mendik Chief Operating Officer Mixed 01 Jan 2025
Jing Nealis Chief Financial Officer Mixed 18 May 2026
Henry Ardes Johnson CEO & President, Director Mixed 23 Feb 2026
Chandler G. Weeks Director Mixed 02 Jan 2025
James F. Amos Director Mixed 18 Oct 2024

Recent insider transactions for NeoVolta 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
Steve Bond NEOV Common Stock Purchase 6.27% $98,131 $2.09 47,000 797,000 19 May 2026 Direct
Jing Nealis NEOV Restricted Stock Units Award 1,025,000 1,000,000 18 May 2026 Direct
Amany Ibrahim NEOV Common Stock Options Exercise 37,500 37,500 19 Mar 2026 Direct
Amany Ibrahim NEOV Restricted Stock Units Options Exercise 10% 37,500 412,500 19 Mar 2026 Direct
Thomas Enzendorfer NEOV Common Stock Options Exercise 37,500 37,500 19 Mar 2026 Direct
Thomas Enzendorfer NEOV Restricted Stock Units Options Exercise 10% 37,500 412,500 19 Mar 2026 Direct
Steve Bond NEOV Employee Stock Option (Right to buy) Award 705.1% 352,531 402,531 23 Feb 2026 Direct
Steve Bond NEOV Restricted Stock Units Disposed to Issuer -82.8% -240,000 50,000 23 Feb 2026 Direct
Henry Ardes Johnson NEOV Employee Stock Option (Right to buy) Award 1,880,166 1,880,166 23 Feb 2026 Direct
Henry Ardes Johnson NEOV Restricted Stock Units Disposed to Issuer -100% -1,280,000 0 23 Feb 2026 Direct
Brent Willson NEOV Common Stock Sale -12.4% -500,000 3,550,000 08 Oct 2025 See Footnote 2
Amany Ibrahim NEOV Restricted Stock Units Award 450,000 450,000 01 Oct 2025 Direct
Thomas Enzendorfer NEOV Restricted Stock Units Award 450,000 450,000 01 Oct 2025 Direct
* marks a reported price that did not pass the local price check.
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