SHLS Shoals Technologies (SHLS) Insider Trading, Ownership & Congress Trades
Semiconductors & Electronics · Semiconductors & related devices · CIK 0001831651
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
146
13F, latest reported quarter
What the filings say about SHLS
Insiders, 180 days
-$565.8K net sold
2 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: purchase, 2024-07-19
Shoals Technologies insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Shoals Technologies Group, Inc. insiders sold a net $565.8K of stock across 68 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 10.1% of the 98,918 shares held after it.
- No other insider sold within 30 days.
- 146 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Legal Officer King Bobbie Lee Jr sold about $104.1K of SHLS on Jun 16, 2026; 146 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (2 buys, 4 sales), the last on Dec 5, 2025.
- +36.0% median (+36.0% mean) 90-day return after 2 previous buys.
- The trade is 13.8% of the 394,979 shares held after it.
- No other insider sold within 30 days.
- 146 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Bardos Dominic sold about $461.7K of SHLS on May 8, 2026, the largest insider sale at the company since 2023; 146 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (2 buys, 3 sales), the last on Mar 12, 2025.
- +36.0% median (+36.0% mean) 90-day return after 2 previous buys.
- The trade is 1.0% of the 412,289 shares held after it.
- 1 other insider sold within 30 days.
- 146 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Bardos Dominic sold about $32.7K of SHLS on Dec 5, 2025; 1 other insider sold within 30 days and 146 funds added in the latest 13F quarter.Context
- 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Mar 10, 2025.
- The trade is 1.0% of the 249,561 shares held after it.
- 1 other insider sold within 30 days.
- 146 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President TOLNAR JEFFERY sold about $19.2K of SHLS on Dec 5, 2025; 1 other insider sold within 30 days and 146 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (1 buy, 3 sales), the last on Mar 5, 2025.
- The trade is 8.4% of the 418,217 shares held after it.
- No other insider bought within 30 days.
- 146 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Bardos Dominic bought about $98.0K of SHLS on Mar 12, 2025; 146 funds added in the latest 13F quarter.68 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$565.8K over 180 days
more than 70% of Semiconductors & Electronics
Congress
no House purchase disclosed in the last 12 months
Funds
146 funds bought in last quarter
below 52% of Semiconductors & Electronics
Revenue
+19.1% year over year
more than 60% of Semiconductors & Electronics
Margin
7.1% net margin
more than 69% of Semiconductors & Electronics
Buybacks
no share repurchases reported
Short interest
9.7% of the float short (float per yahoo 2026-10-26) · 3.8 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch SHLS
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-23.7%12M
Insider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns SHLS: institutional holders (13F)
13F holdings, latest reported quarter
28,727,968 sh
$284.4M
7,435,246 sh
$73.6M
7,157,142 sh
$70.9M
6,052,905 sh
$59.9M
5,374,593 sh
$53.2M
Congress trades in SHLS
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2024-07-19 · disclosed 27 days later
$1,001 - $15,000
Sold 2024-06-18 · disclosed 21 days later
$1,001 - $15,000
Bought 2024-04-15 · disclosed 30 days later
$1,001 - $15,000
Sold 2024-03-14 · disclosed 24 days later
$1,001 - $15,000
Bought 2024-01-11 · disclosed 35 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
SHLS planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
SHLS mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Invesco Solar ETF
$77.6M position · as of 2026-05-31
3.4%
State Street(R) SPDR(R) S&P Kensho Clean Power ETF
$6.8M position · as of 2026-06-30
2.7%
ALPS Clean Energy ETF
$3.3M position · as of 2026-05-31
2.3%
Pear tree essex environmental opportunities fund
$652.8K position · as of 2026-06-30
2.0%
Invesco WilderHill Clean Energy ETF
$5.9M position · as of 2026-07-31
1.4%
Global X CleanTech ETF
$468.7K position · as of 2026-05-31
1.4%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Brandon Moss
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$8.1M
$2.3M
$1.8M
-84%
-69%
2022
$4.7M
$8.9M
$1.1M
-27%
-35%
2021
$3.7M
$2.9M
$1.8M
-28%
-32%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $565.8K sold by insiders over 180 days, 146 funds added last quarter. Each figure is a federal filing, dated the day it went public.
SHLS financials
Revenue growth
+19.1%
XBRL, annual
Net margin
7.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$588.1M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM SHLS
| FY Dec 2025 | $475.3M |
| FY Dec 2024 | $399.2M |
| FY Dec 2023 | $488.9M |
| FY Dec 2022 | $326.9M |
| FY Dec 2021 | $213.2M |
| Jun 2026 | $163.4M |
| Mar 2026 | $140.6M |
| Dec 2025 | $148.3M |
| Sep 2025 | $135.8M |
| Jun 2025 | $110.8M |
| Mar 2025 | $80.4M |
| Dec 2024 | $107.0M |
| Sep 2024 | $102.2M |
At each fiscal year end
Single quarter
Net margin, TTM
+5.4%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM SHLS
| FY Dec 2025 | +7.1% |
| FY Dec 2024 | +6.0% |
| FY Dec 2023 | +8.2% |
| FY Dec 2022 | +39.0% |
| FY Dec 2021 | +1.1% |
| Jun 2026 | +7.4% |
| Mar 2026 | -0.2% |
| Dec 2025 | +5.5% |
| Sep 2025 | +8.7% |
| Jun 2025 | +12.5% |
| Mar 2025 | -0.4% |
| Dec 2024 | +7.3% |
| Sep 2024 | -0.3% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$51.6M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM SHLS
| FY Dec 2025 | -$16.0M |
| FY Dec 2024 | $72.0M |
| FY Dec 2023 | $81.4M |
| FY Dec 2022 | $36.3M |
| FY Dec 2021 | -$8.2M |
| Jun 2026 | -$207.0K |
| Mar 2026 | -$49.1M |
| Dec 2025 | -$11.3M |
| Sep 2025 | $9.0M |
| Jun 2025 | -$26.0M |
| Mar 2025 | $12.3M |
| Dec 2024 | $12.5M |
| Sep 2024 | $13.3M |
At each fiscal year end
Single quarter
Debt to equity
0.21x
long-term 2025-09-30 (9 months older than the period end) plus current 2025-09-30 (9 months older than the period end); equity 2026-06-30
Debt to equity SHLS
| FY Dec 2025 | 0.21x |
| FY Dec 2024 | 0.25x |
| FY Dec 2023 | 0.33x |
| FY Dec 2022 | 0.82x |
| FY Dec 2021 | 96.77x |
| Jun 2026 | 0.21x |
| Mar 2026 | 0.21x |
| Dec 2025 | 0.21x |
| Sep 2025 | 0.21x |
| Jun 2025 | 0.23x |
| Mar 2025 | 0.25x |
| Dec 2024 | 0.25x |
| Sep 2024 | 0.26x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-0.15x
TTM operating cash flow over long-term 2025-09-30 (9 months older than the period end) plus current 2025-09-30 (9 months older than the period end)
Cash flow to debt SHLS
| FY Dec 2025 | 0.13x |
| FY Dec 2024 | 0.57x |
| FY Dec 2023 | 0.51x |
| FY Dec 2022 | 0.17x |
| FY Dec 2021 | -0.02x |
| Jun 2026 | -0.15x |
| Mar 2026 | -0.32x |
| Dec 2025 | 0.13x |
| Sep 2025 | 0.28x |
| Jun 2025 | 0.24x |
| Mar 2025 | 0.59x |
| Dec 2024 | 0.57x |
| Sep 2024 | 0.66x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+5.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity SHLS
| FY Dec 2025 | +5.8% |
| FY Dec 2024 | +4.4% |
| FY Dec 2023 | +9.6% |
| FY Dec 2022 | +86.8% |
| FY Dec 2021 | n/a |
| Jun 2026 | +5.3% |
| Mar 2026 | +5.8% |
| Dec 2025 | +5.8% |
| Sep 2025 | +5.9% |
| Jun 2025 | +3.8% |
| Mar 2025 | +3.4% |
| Dec 2024 | +4.4% |
| Sep 2024 | +6.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+3.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets SHLS
| FY Dec 2025 | +4.0% |
| FY Dec 2024 | +2.9% |
| FY Dec 2023 | +5.6% |
| FY Dec 2022 | +25.0% |
| FY Dec 2021 | +0.8% |
| Jun 2026 | +3.5% |
| Mar 2026 | +3.7% |
| Dec 2025 | +4.0% |
| Sep 2025 | +4.0% |
| Jun 2025 | +2.7% |
| Mar 2025 | +2.4% |
| Dec 2024 | +2.9% |
| Sep 2024 | +4.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on invested capital SHLS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+8.0%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed SHLS
| FY Dec 2025 | +7.6% |
| FY Dec 2024 | +7.0% |
| FY Dec 2023 | +12.2% |
| FY Dec 2022 | +14.2% |
| FY Dec 2021 | +12.8% |
| Jun 2026 | +8.0% |
| Mar 2026 | +7.8% |
| Dec 2025 | +7.6% |
| Sep 2025 | +7.5% |
| Jun 2025 | +5.8% |
| Mar 2025 | +6.0% |
| Dec 2024 | +7.0% |
| Sep 2024 | +9.1% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
39.89x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing SHLS
| FY Dec 2025 | 42.50x |
| FY Dec 2024 | 39.50x |
| FY Dec 2023 | 62.16x |
| FY Dec 2022 | 29.02x |
| FY Dec 2021 | n/a |
| Jun 2026 | 52.11x |
| Mar 2026 | 32.90x |
| Dec 2025 | 42.50x |
| Sep 2025 | 39.00x |
| Jun 2025 | 35.42x |
| Mar 2025 | 30.18x |
| Dec 2024 | 39.50x |
| Sep 2024 | 28.05x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value SHLS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield SHLS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.68x
P/E over trailing EPS growth of 58%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing SHLS
| FY Dec 2025 | 0.99x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.89x |
| Mar 2026 | 0.40x |
| Dec 2025 | 0.99x |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $475.3M | $399.2M | $488.9M | $326.9M |
| Gross profit | $166.5M | $142.0M | $168.3M | $131.3M |
| Operating income | $56.4M | $51.2M | $79.0M | $66.3M |
| Net income | $33.6M | $24.1M | $40.0M | $127.6M |
| EPS (diluted) | 0.20 | 0.14 | 0.24 | 0.85 |
| Operating cash flow | $17.1M | $80.4M | $92.0M | $39.5M |
| Cash | $7.3M | $23.5M | $22.7M | $8.8M |
| Long-term debt | n/a | $141.8M | $179.4M | $237.1M |
| Buybacks | $0 | $25.3M | $0 | $0 |
SEC XBRL, fiscal years, as known on 2026-10-27
SHLS Stock Sonar score 6/7 axes
Find similar shapesCompareSHLS ranks highest on profitability (61st percentile) and growth (60th), and lowest on risk and compliance (19th), among Semiconductors & Electronics peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
SHLS filings, in plain words
Are Shoals Technologies insiders buying or selling SHLS?
In the 180 days to 2026-10-27, Shoals Technologies insiders were net sellers, a net $565.8K across purchases and sales reported on Form 4, by 2 sellers.
Have members of Congress traded SHLS?
Yes, but not in the year to 2026-10-27; the latest on record is a purchase by Josh Gottheimer dated 2024-07-19.
Read the full summary
In the 180 days to 2026-10-27, Shoals Technologies insiders were net sellers of SHLS, a net $565.8K across purchases and sales reported on Form 4 by 2 sellers. Members of Congress have disclosed trades in SHLS, none in the last year; the latest on record is a purchase by Josh Gottheimer dated 2024-07-19. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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