{"filings":[{"id":775476,"accession_number":"0001606268-26-000032","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2026-06-01T19:06:57+00:00","items":["8.01","9.01"],"status":"ready","headline":"Via Renewables to redeem all 1,884,935 shares of its 8.75% Series A Preferred at $25.00 per share plus dividends","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Redemption price of $25.00 per share plus $0.59928 per share in accumulated dividends.","Redemption effective June 30, 2026; payment via DTC through transfer agent Equiniti.","All shares of Series A Preferred Stock are in book-entry form and will be redeemed.","Total redemption consideration approximately $48.2 million including dividends."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94052,"accession_number":"0001606268-26-000029","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["1.01","1.02","2.03","3.03","9.01"],"status":"ready","headline":"Via Renewables enters $300M senior secured revolving credit facility, replaces prior agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $300M revolving credit facility with Bank OZK as agent, matures May 6, 2029.","Pricing: Base Rate + 1.75%-2.25% or Term SOFR + 2.75%-3.25%, based on leverage ratio.","Covenants: minimum fixed charge coverage ratio 1.25x, maximum total leverage ratio 3.00x.","Also entered $25M amended subordinated promissory note from Retailco, owned by CEO W. Keith Maxwell III.","Prior credit agreement terminated; facility secured by substantially all assets of co-borrowers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94051,"accession_number":"0001606268-26-000017","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2026-04-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Via Renewables to redeem 209,437 Series A Preferred at $25/sh plus dividends","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redeeming 209,437 shares (approx. 10% of outstanding) of 8.75% Series A Preferred at $25.00 per share.","Accumulated unpaid dividend of $0.25271 per share payable to, but not including, May 20, 2026.","Redemption date set for May 20, 2026; payment handled via DTC and transfer agent Equiniti.","Shares selected by lot in book-entry form through DTC procedures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106133,"accession_number":"0001606268-26-000008","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2026-01-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Via Renewables announces partial redemption of 232,708 Series A preferred shares at $25.00+dividends","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Partial redemption of 232,708 shares (~10%) of 8.75% Series A Fixed-to-Floating Preferred Stock.","Redemption date: February 17, 2026; price: $25.00/share plus $0.24090 in unpaid dividends.","Redemption processed via DTC book-entry; Equiniti Trust Company serves as transfer agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122424,"accession_number":"0001606268-25-000037","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Via Renewables increases COO Paul Konikowski's base salary to $550,000","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Base salary raised from prior level to $550,000 per year effective December 1, 2025.","Amendment affects only the base salary; all other terms of the employment agreement remain unchanged.","COO Paul Konikowski entered into the First Amendment to Employment Agreement on December 1, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122423,"accession_number":"0001606268-25-000034","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2025-11-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Via Renewables redeems 10% of Series A Preferred Stock (258,565 shares) at $25.00/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["258,565 shares of 8.75% Series A Fixed-to-Floating Rate Preferred Stock (VIASP) redeemed at $25.00/share plus $0.46714 accrued dividend.","Redemption date: December 18, 2025; payment handled by Depository Trust Company and Equiniti Trust Company.","Partial redemption represents approximately 10% of the outstanding Series A Preferred Stock; shares selected by lot."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139123,"accession_number":"0001606268-25-000030","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Via Renewables to redeem 287,294 Series A Preferred shares at $25 on Oct 15","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Redemption of 287,294 shares (approx. 10% of Series A Preferred Stock) at $25.00 per share.","Redemption date is October 15, 2025; no additional accrued dividends due.","Total redemption amount ~$7.18 million; payment via DTC procedures.","Redeemed shares will be selected by lot; remaining shares continue to trade."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139122,"accession_number":"0001606268-25-000017","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2025-07-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Via Renewables to redeem 319,216 shares of Series A Preferred Stock at $25.00/share","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redemption of 319,216 shares (~10% of outstanding) of 8.75% Series A Fixed-to-Floating Rate Preferred Stock (CUSIP 92556D205).","Redemption price $25.00/share plus $0.23497/share in accumulated dividends; total per share $25.23497.","Redemption date is August 15, 2025; payment via DTC and Equiniti Trust Company as transfer agent.","Partial redemption selected by lot; remaining shares continue to trade under VIASP."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156641,"accession_number":"0001654954-25-007431","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2025-06-26T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Via Renewables ups senior credit facility to $250M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Senior secured borrowing base credit facility increased to $250.0 million on June 25, 2025.","Co-Borrowers include Via Renewables, Spark Holdco, and certain subsidiaries.","Woodforest National Bank acts as administrative agent, joint-lead arranger, and sole bookrunner.","Additional financial institutions joined the facility as lenders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156640,"accession_number":"0001654954-25-005373","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2025-05-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Via Renewables to redeem 168,008 shares (approx. 5%) of Series A Preferred at $25/share on June 9, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Redemption of 168,008 shares (approx. 5% of outstanding) of 8.75% Series A Fixed-to-Floating Rate Perpetual Preferred Stock.","Redemption price of $25.00 per share plus $0.41914 in accrued dividends through June 9, 2025.","Payment handled by Equiniti Trust Company via DTC book-entry procedures.","Notice of Partial Redemption sent to holders on May 9, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175062,"accession_number":"0001654954-25-002022","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Via Renewables begins tender offer for up to 200k shares of Series A Preferred at $24/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Tender offer for up to 200,000 shares of 8.75% Series A Preferred Stock at $24.00 per share in cash.","Represents approx. 5.9% of outstanding Series A Preferred Stock; expires March 28, 2025 at 5:00 PM ET.","Not conditioned on financing or minimum tendered; proration if oversubscribed. No board recommendation.","Information agent: Alliance Advisors; depositary: Equiniti Trust Co."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175061,"accession_number":"0001654954-25-000486","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2025-01-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Via Renewables commences tender offer for up to 200k shares of Series A Preferred at $22.50/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Tender offer to purchase up to 200,000 shares of 8.75% Series A Preferred at $22.50/share in cash.","Represents approximately 5.9% of outstanding Series A Preferred Stock.","Offer and withdrawal rights expire at 5:00 PM ET on February 18, 2025.","No financing condition; proration if more than 200,000 shares tendered.","Board authorized the offer but does not recommend tendering or refraining."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192017,"accession_number":"0001654954-24-014716","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2024-11-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Kenneth Hartwick resigns; David Bill III appointed to Via Renewables board and audit committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kenneth Hartwick resigned from the Board on November 18, 2024 for personal reasons, with no disagreement with the Company.","David Bill III appointed as independent Class I director and joined the Audit Committee effective November 18, 2024.","Bill brings extensive leadership experience; appointment fills vacancy from Hartwick's departure.","Hartwick's departure and Bill's appointment were announced via press release on November 18, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192014,"accession_number":"0001654954-24-014623","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K/A","filed_at":"2024-11-19T23:59:59+00:00","items":[],"status":"ready","headline":"Via Renewables files 8-K/A to add CFO signature; no new information","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Amendment solely adds signature of CFO Mike Barajas to original Nov 15, 2024 8-K.","No substantive changes to the original filing; event details remain unchanged.","This filing does not contain any new financial or operational disclosures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192016,"accession_number":"0001654954-24-014555","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2024-11-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Via Renewables launches tender offer for up to 800,000 Series A Preferred shares at $22.50/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Tender offer to purchase up to 800,000 shares (~22.4% of outstanding) of 8.75% Series A Preferred Stock at $22.50/share cash.","Offer expires at 5:00 p.m. New York City time on December 17, 2024, unless extended or terminated.","No financing condition or minimum tender; proration applies if more than 800,000 shares tendered.","Board makes no recommendation; holders urged to read Schedule TO and Offer to Purchase.","Information agent: D.F. King & Co.; depositary: Equiniti Trust Co."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192015,"accession_number":"0001654954-24-013344","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2024-10-25T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Via Renewables acquires residential RCE portfolio; no purchase price disclosed","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["Acquired a portfolio of residential RCEs from Tomorrow Energy Corp; customer transfers expected as early as December 2024.","Purchase price deposited into escrow; released per-RCE basis; unallocated balance returned to Via.","Five-year non-solicitation agreement prevents Seller from soliciting acquired customers; 7.5% of purchase price held in escrow for one year as security.","Agreement includes standard representations, warranties, and indemnifications for both parties."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226180,"accession_number":"0001654954-24-008373","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2024-06-28T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Via Renewables amends credit agreement: revolver increased to $205M, maturity extended to 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Borrowing capacity raised to $205M on a revolving basis; maturity extended to June 30, 2027.","Senior secured leverage ratio covenant eliminated; total leverage ratio loosened to 3.00x from 2.50x.","Up to $20M annually from revolver may be used to repurchase 8.75% Series A Preferred Stock.","Amended and restated subordinated promissory note (Spark Holdco/Retailco) maturity extended to Jan 31, 2028.","Cadence Bank exits as lender; Bank OZK joins as new lender."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226179,"accession_number":"0001654954-24-008289","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2024-06-27T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Via Renewables Announces Optional Conversion Rights for Series A Preferred Stock at $8.07 Per Share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Conversion right triggered by change of control from merger closed June 13, 2024, with Retailco LLC acquiring over 75% voting power.","Holders may convert each Series A Preferred share into $8.07 cash, well below the $24.04 closing price on June 26, 2024.","Election deadline is July 26, 2024; conversions will settle on July 31, 2024.","Conversion right is optional; holders can choose to convert all, part, or none of their shares.","Press release and notice filed as exhibits on Form 8-K dated June 27, 2024 (Items 7.01 and 9.01)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226178,"accession_number":"0001140361-24-030015","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2024-06-13T23:59:59+00:00","items":["2.01","3.01","3.03","8.01","9.01"],"status":"ready","headline":"Via Renewables closes $11.00/share cash merger with Maxwell; shares to be delisted","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Merger effective June 13, 2024; public Class A stockholders receive $11.00 per share cash.","Class A common stock delisted from Nasdaq at market close June 13; Series A Preferred (VIASP) continues trading.","William Keith Maxwell III and affiliates now own all outstanding common stock; company becomes privately held.","Merger approved by shareholders on June 7, 2024; dissenting shareholders have appraisal rights under DGCL §262."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226177,"accession_number":"0001654954-24-007568","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2024-06-10T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Via Renewables shareholders approve merger with Retailco; closing expected by end of Q2 2024","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Merger Proposal approved by 83.3% of outstanding common shares and 51.0% of minority shareholders (excluding Maxwell and insiders).","Compensation Proposal (advisory) approved by 94.7% of shares present and entitled to vote.","Merger expected to close promptly before end of Q2 2024; Class A common stock to be delisted from Nasdaq.","Series A preferred stock (VIASP) will remain outstanding and listed on Nasdaq after merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226176,"accession_number":"0001654954-24-006914","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2024-05-24T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Via Renewables adjourns special meeting to June 7; needs more minority votes for merger approval","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Over 81% of total shares voted FOR merger proposal, but minority vote threshold (majority of minority) not met: only 44% of minority shares voted FOR.","Special meeting reconvened on June 7, 2024 at 10:00 AM CT to allow additional time for shareholders to vote on Merger and Compensation Proposals.","Record date remains March 25, 2024; shareholders who already voted do not need to act unless changing vote.","Company encourages eligible shareholders who haven't voted to vote FOR proposals promptly via phone, internet, or mail."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226175,"accession_number":"0001654954-24-005427","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Via Renewables Q1 net income $19.1M vs loss; acquires ~12,500 RCEs","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $19.1M vs net loss $(6.8M) in Q1 2023; driven by mark-to-market hedge gains.","Adjusted EBITDA $15.1M vs $18.8M prior year; lower retail gross margins offset.","Retail Gross Margin $35.7M vs $40.3M; lower natural gas volumes and unit margins.","Total RCEs 338,000, up from 335,000; average monthly attrition 3.9%.","Agreed to acquire ~12,500 RCEs in existing markets, accretive from Q2 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":1.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":114056000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245246,"accession_number":"0001654954-24-002335","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2024-02-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Via Renewables Q4 Net Loss $0.9M, Full Year Net Income $26.1M; Adjusted EBITDA up YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $0.9M vs $27.5M loss a year ago, with $6.2M mark-to-market hedges loss.","Q4 Adjusted EBITDA $13.3M vs $12.6M prior year; Retail Gross Margin $33.7M.","Full year Net Income $26.1M vs $11.2M in 2022; Adjusted EBITDA $56.9M vs $51.8M.","Full year Retail Gross Margin $136.7M vs $114.8M, driven by lower commodity prices and higher unit margins.","Series A Preferred dividend $0.75960/share, payable April 15, 2024 to holders of record April 1."],"consensus_eps_estimate":null,"consensus_eps_actual":1.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":435192000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245245,"accession_number":"0001654954-24-000016","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2024-01-02T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Via Renewables to be taken private at $11.00/shr by CEO Maxwell's entity Retailco","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Retailco, owned by CEO/Chairman Maxwell, will acquire all VIA Class A common not held by Maxwell for $11.00 cash per share.","Consideration represents a 17.0% premium to Dec 29, 2023 close, 19.7% premium to 30-day VWAP, 36.5% to 60-day VWAP.","Maxwell currently owns ~65.7% of Via Renewables common stock; his shares will remain outstanding.","Class B common and Series A preferred stock (VIASP) will remain outstanding and continue trading on Nasdaq.","Special Committee of independent directors approved deal; stockholder vote required (majority of minority non-insider shares)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262700,"accession_number":"0001654954-23-013708","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Via Renewables reports Q3 net income of $14.7M vs year-ago loss; Adjusted EBITDA $12.8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $14.7M versus net loss of $(4.9)M in Q3 2022, driven by mark-to-market on hedges.","Adjusted EBITDA decreased to $12.8M from $15.1M YoY on lower Retail Electricity Gross Margin and higher G&A expense.","Retail Gross Margin $31.9M vs $30.5M; Natural Gas segment improved, Electric segment volumes declined but unit margins rose.","Added approx 24,000 RCEs organically in Q3 (vs 10,000 in Q3 2022); attrition improved to 3.1% from 4.0%.","Common dividend remains suspended; Series A preferred dividend of $0.76459 declared, payable Jan 16, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":2.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":333490000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279888,"accession_number":"0001654954-23-010058","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Via Renewables Q2 2023 Net Income $19.1M vs $12.5M a year ago","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted EBITDA $12.0M in Q2 2023 vs $13.3M in Q2 2022; Retail Gross Margin $30.7M (+$7.0M YoY).","Total RCE count 346,000 at June 30, 2023, up from 339,000 at March 31, 2023.","Total liquidity $86.3M; common stock dividend remains suspended; preferred dividend of $0.75922 declared.","Net income increase driven by hedge mark-to-market; Q2 2022 included $9.6M Winter Storm Uri benefit."],"consensus_eps_estimate":null,"consensus_eps_actual":0.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":223251000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279887,"accession_number":"0001654954-23-008888","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2023-07-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Via Renewables acting general counsel Barbara Clay steps down; moves to part-time legal role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Effective July 5, 2023, Barbara Clay ceased serving as Acting General Counsel and Secretary of Via Renewables.","Clay will provide part-time legal and regulatory assistance at $350/hour via Good Counsel Group, LLC.","Amendment changes her role from full-time officer to part-time consultant on an 'as needed' basis.","Executed by Spark Energy, a subsidiary, as Amendment No. 3 to the August 2020 Engagement Letter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298364,"accession_number":"0001654954-23-007919","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2023-06-12T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Via Renewables appoints Stephen Kennedy to board; Nick Evans resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["A. Stephen Kennedy appointed independent Class II director effective June 7, 2023; joins audit, compensation, and nominating committees.","Nick W. Evans, Jr. resigned effective June 9, 2023; departure not due to any disagreement with Via.","Kennedy brings decades of energy and energy banking experience, focusing on profit improvement and cost reduction.","Kennedy entered Via's standard indemnification agreement as a non-employee director."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298363,"accession_number":"0001654954-23-007503","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2023-06-01T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Via Renewables shareholders elect director, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amanda E. Bush elected Class III director with 5,358,970 votes for, 333,848 withheld, 670,989 broker non-votes.","Ratification of Grant Thornton as independent auditor for FY2023: 6,246,164 for, 84,858 against, 32,785 abstain.","Advisory vote on executive compensation approved: 5,472,259 for, 200,064 against, 20,495 abstain, 670,989 broker non-votes.","88.6% of outstanding common shares represented, constituting a quorum."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298362,"accession_number":"0001654954-23-005759","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Via Renewables reports Q1 net loss of $6.8M; Adjusted EBITDA up 74% to $18.8M; common dividend suspended","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $6.8M in Q1 2023 vs net income of $31.0M in Q1 2022; decrease driven by $54.6M reduction in mark-to-market on hedges.","Adjusted EBITDA of $18.8M, up 74% YoY from $10.8M, driven by higher power and natural gas gross margins.","Retail Gross Margin of $40.3M, up $11.5M YoY; Gross Profit of $14.4M down from $58.5M due to hedges.","RCE count grew to 339,000 from 331,000 at year-end 2022; expanded to total 20 deregulated states.","Common stock dividend suspended; preferred dividend of $0.73989/share declared for Q1, payable July 17."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":131852000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298361,"accession_number":"0001654954-23-004971","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2023-04-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Via Renewables suspends common stock dividend; continues Series A Preferred dividend at $0.73989/share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board temporarily suspends quarterly cash dividend on Class A common stock to enhance financial flexibility and strengthen balance sheet.","Series A Preferred dividend declared at $0.73989 per share, payable July 17, 2023 to holders of record July 1, 2023.","CEO cites focus on managing market volatility and investing in customer growth; no timeline given for reinstating common dividend.","Dividend suspension is temporary; company aims to distribute meaningful cash through both common and preferred dividends long term."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318593,"accession_number":"0001654954-23-003819","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2023-03-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Via Renewables reports Q4 net loss $27.5M, full year net income $11.2M; discloses material weakness in tax controls","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $(27.5)M vs $(37.3)M loss in Q4 2021; adjusted EBITDA $12.6M vs $11.6M.","Full year net income $11.2M vs net loss $(5.4)M in 2021; adjusted EBITDA $51.8M vs $80.7M.","Retail gross margin Q4 $31.9M, full year $114.8M; gross profit full year $103.4M.","Material weakness in controls over deferred tax assets/liabilities and income tax expense; immaterial corrections for 2021 and 2020.","Dividend: $0.90625/common share (post reverse split) paid Mar 15; $0.71298/preferred share payable Apr 17."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318592,"accession_number":"0001654954-23-003186","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2023-03-20T23:59:59+00:00","items":["3.03","5.03","5.07","8.01","9.01"],"status":"ready","headline":"Via Renewables shareholders approve 1-for-5 reverse stock split effective March 21","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved reverse split at special meeting March 20, 2023: 27,416,243 for, 4,320,584 against, 143,336 abstain.","Certificate of amendment filed to effect 1-for-5 reverse split of Class A and Class B common stock, effective March 21, 2023 at 5:30 PM ET.","Every 5 shares combine into 1 share; fractional shares rounded up; authorized shares unchanged (120M Class A, 60M Class B).","CUSIP for Class A common changes to 92556D304; trading symbol VIA unchanged; split-adjusted trading expected March 22, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318591,"accession_number":"0001654954-23-003048","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2023-03-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Via Renewables preliminary Q4 net loss $27.5M; full-year net income $11.2M; material weakness expected; 10-K delayed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q4 2022: Net Loss $(27.5)M, Adjusted EBITDA $12.6M, Retail Gross Margin $31.9M.","Full-year 2022: Net Income $11.2M, Adjusted EBITDA $51.8M, Gross Profit $103.4M, Retail Gross Margin $114.8M.","Expected average monthly attrition of 3.8% and total liquidity of $76.9M as of Dec 31, 2022.","Material weakness identified in controls over deferred tax assets/liabilities and income tax expense; immaterial corrections for 2021 and 2020.","Will file Form 12b-25 for late 10-K; expects to file within 15-day grace period and host conference call thereafter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318590,"accession_number":"0001606268-23-000004","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2023-03-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Via Renewables reschedules Q4/FY2022 earnings due to 10-K delay; no change to key metrics expected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rescheduled earnings release and conference call due to delay in finalizing Form 10-K for year ended Dec 31, 2022.","Additional time needed to finalize deferred tax asset/liability calculation and impact on income tax expense, and assess prior years.","Also completing assessment of effectiveness of internal control over financial reporting as of Dec 31, 2022.","Company does not expect any changes to previously expected Adjusted EBITDA, Gross Profit/Loss, or Retail Gross Margin."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336829,"accession_number":"0001606268-22-000089","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Via Renewables posts Q3 net loss of $4.9M; acquires 18,700 RCEs in Florida","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $4.9M vs net income of $34.7M in Q3 2021; Adjusted EBITDA $15.1M vs $22.0M.","Acquired 18,700 RCE natural gas customer book in Florida with no upfront cost, immediately accretive to EBITDA.","Customer acquisition spend rose to $1.7M from $0.3M; total RCE count 336,000 as of Sept 30, 2022.","Quarterly dividend declared: $0.18125/Class A share and $0.666071/Series A preferred share.","Retail Gross Margin $30.5M vs $30.9M; Gross Profit down largely due to hedge mark-to-market reduction."],"consensus_eps_estimate":null,"consensus_eps_actual":0.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":343112000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":354205,"accession_number":"0001606268-22-000058","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2022-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Via Renewables Q2 net income falls to $12.5M from $24.8M; new $195M credit facility","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $12.5M vs $24.8M YoY; Adjusted EBITDA $13.3M vs $14.4M.","Gross profit $35.4M (down from $46.0M); Retail Gross Margin $23.7M (down from $26.4M).","Total liquidity $71.1M; entered new $195M credit facility on June 30, 2022.","Quarterly dividends declared: $0.18125/common share payable Sept 15, $0.568125/preferred payable Oct 17.","RCE count 368,000; monthly attrition 3.1% vs 3.3% in Q2 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":0.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":224253000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":354204,"accession_number":"0001606268-22-000053","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2022-07-07T23:59:59+00:00","items":["1.01","1.02","2.03","3.03","7.01","9.01"],"status":"ready","headline":"Via Renewables closes $195M senior secured credit facility, replaces prior $227.5M facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New three-year $195M revolving facility (plus $55M accordion) matures June 30, 2025.","Replaces prior $227.5M facility that was set to mature October 2023.","Interest rates: Base Rate or SOFR plus 3.25%-4.50% per annum, with 4.0% floor.","Financial covenants: min fixed charge coverage 1.10x, max total leverage 2.50x, max senior secured leverage 2.00x.","Also entered $25M subordinated promissory note with Retailco, an affiliate of CEO Keith Maxwell."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372131,"accession_number":"0001606268-22-000047","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2022-05-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Via Renewables shareholders elect Nick W. Evans as Class II director, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Nick W. 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Adj EBITDA drops to $10.8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $31.0M vs net loss of $(27.6)M in Q1 2021, aided by absence of winter storm Uri impact.","Adjusted EBITDA of $10.8M vs $32.7M year-over-year; lower power and gas unit margins cited.","Retail Gross Margin $28.8M vs $50.0M; RCE count 387,000; monthly attrition improved to 3.7% from 4.2%.","Declared quarterly common dividend of $0.18125/share (payable June 15) and preferred $0.476393/share (July 15).","Total liquidity of $96.0M as of March 31, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":0.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":127154000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372129,"accession_number":"0001606268-22-000028","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2022-04-05T23:59:59+00:00","items":["4.01"],"status":"ready","headline":"Via Renewables appoints Grant Thornton as new independent auditor for FY2022","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Grant Thornton appointed as independent auditor effective for Q1 2022 and FY2022, engagement letter signed April 1, 2022.","No consultations or disagreements on accounting principles or reportable events during 2020-2021 and interim period.","Appointment follows March 31, 2022 8-K disclosing Audit Committee approval subject to client acceptance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":391010,"accession_number":"0001606268-22-000026","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2022-03-31T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Via Renewables replaces EY with Grant Thornton as independent auditor for FY2022","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit committee decided not to reappoint Ernst & Young for fiscal year ending Dec 31, 2022, effective March 26, 2022.","No disagreements or reportable events with EY during 2020/2021 audits or through March 2022.","Grant Thornton appointed as new independent auditor for Q1 2022 and FY2022, subject to client acceptance.","EY's audit reports for 2020 and 2021 were unqualified, with no adverse opinions or qualifications."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":391009,"accession_number":"0001606268-22-000009","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2022-03-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Via Renewables Q4 2021 net loss $35.8M; full-year Adjusted EBITDA $80.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $35.8M vs net income $8.8M in Q4 2020, driven by record commodity prices.","Full-year net loss $4.0M vs net income $68.2M in 2020, including $64.4M loss from winter storm Uri.","Full-year Adjusted EBITDA $80.7M vs $106.6M in 2020; Retail Gross Margin $132.5M vs $196.5M.","Total liquidity $122.2M as of Dec 31, 2021.","Board declared quarterly dividends: $0.18125/common share payable Mar 15; $0.546875/Series A preferred payable Apr 15."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":409139,"accession_number":"0001606268-21-000110","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2021-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Via Renewables appoints Paul Konikowski as COO effective Nov 4, 2021","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Paul Konikowski appointed COO, effective November 4, 2021.","Annual base salary $350,000; employment term through Dec 31, 2022 with auto-renewal.","Granted 10,000 RSUs with dividend equivalent rights, vesting 25% annually over 4 years.","Severance includes 12 months base salary plus pro-rated target bonus on certain terminations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":409138,"accession_number":"0001606268-21-000105","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2021-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Via Renewables Q3 net income $34.7M, Retail Gross Margin $30.9M, declares dividends","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $34.7M vs $22.6M YoY; Retail Gross Margin $30.9M down from $47.0M.","Adjusted EBITDA $22.0M vs $27.7M YoY; total RCE count 368,000 (+6% vs Jun 30).","Senior Credit Facility amended and extended to Oct 2023; new Acquisition Line added for renewable energy.","Declared quarterly dividend of $0.18125/share on Class A common, $0.546875 on Series A Preferred.","CEO cites customer growth from acquisitions and organic channels; forecasts future growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":293179000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":409137,"accession_number":"0001606268-21-000100","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2021-10-21T23:59:59+00:00","items":["1.01","2.03","7.01","8.01","9.01"],"status":"ready","headline":"Via Renewables extends credit facilities to 2023/2025, adds $50M acquisition loans, declares Q3 dividends","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Extended senior credit facility maturity to Oct 2023 (from July 2022); added $50M acquisition loan line at Eurodollar+4%.","Extended subordinated debt facility with majority shareholder to Jan 2025 (from Jan 2023); up to $25M at 5% interest.","Declared Q3 2021 common dividend $0.18125/sh (annualized $0.725), payable Dec 15, 2021 to record Dec 1.","Declared Series A Preferred dividend $0.546875/sh (annualized $2.1875), payable Jan 17, 2022 to record Jan 3."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":428068,"accession_number":"0001606268-21-000082","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2021-08-09T23:59:59+00:00","items":["5.03","5.07","8.01","9.01"],"status":"ready","headline":"Spark Energy shareholders approve name change to Via Renewables; new tickers VIA/VIASP","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved name change with 30.9M votes for, 638.7K against, 153.6K abstain.","Company renamed to Via Renewables, Inc., effective August 6, 2021.","Class A common stock will trade as 'VIA' on NASDAQ starting Aug 10; preferred as 'VIASP'.","Company launches new investor website and plans future sustainability strategies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":428067,"accession_number":"0001606268-21-000079","cik":1606268,"company_name":"Via Renewables, Inc.","ticker":"VIASP","form_type":"8-K","filed_at":"2021-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Spark Energy Q2 Adjusted EBITDA drops 39% to $14.4M; net income $24.8M vs $26.8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $24.8M, down from $26.8M YoY; Adjusted EBITDA $14.4M vs $23.8M YoY.","Retail Gross Margin $26.4M, down 41% from $45.0M YoY due to lower customer count.","Entered into four agreements to acquire ~56,900 RCEs; post-quarter another ~50,000.","Board declared quarterly common dividend of $0.18125/share (unchanged) and preferred dividend.","Proposing name change to VIA Renewables at special shareholder meeting Aug 6."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":195200000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}