Via Renewables, Inc. — fact timeline

Via Renewables, Inc. incurred loan of up to $25.0 million with Retailco, LLC maturing November 6, 2029.

“In connection with entering into the Credit Agreement, the Company entered into an amended and restated subordinated promissory note (Note No. 9) (the “Subordinated Debt Facility”) with Spark HoldCo and Retailco, LLC (“Retailco”). The Subordinated Debt Facility allows the Company to draw advances in increments of no less than $1.0 million per advance up to $25.0 million through November 6, 2029.”

Via Renewables, Inc. incurred credit facility of $300.0 million with Bank OZK at Base Rate plus an applicable margin of 1.75% to 2.25% or Term SOFR plus an appli maturing May 6, 2029.

“acted as Joint Lead Arrangers. The Credit Agreement provides for a senior secured credit facility (the “Senior Credit Facility”), which allows the Co-Borrowers to borrow up to $300.0 million on a revolving basis. The Senior Credit Facility provides for working capital loans, loans to fund acquisitions, swingline loans and letters of credit. The Senior Credit Facility”

Via Renewables, Inc. amended amended and restated subordinated promissory note (Note No. 9) with Retailco, LLC valued at up to $25.0 million.

“In connection with entering into the Credit Agreement, the Company entered into an amended and restated subordinated promissory note (Note No. 9) (the “Subordinated Debt Facility”) with Spark HoldCo and Retailco, LLC (“Retailco”).”

Via Renewables, Inc. entered into Credit Agreement with Bank OZK valued at up to $300.0 million (effective 2026-05-06).

“On May 6, 2026, Via Renewables, Inc., a Delaware corporation (the “Company”), and Spark Holdco, LLC (“Spark Holdco”, and together with certain subsidiaries of the Company and Spark Holdco, the “Co-Borrowers”) entered into a Credit Agreement (the “Credit Agreement”), with Bank OZK, as administrative agent (the “Agent”), swing bank, swap bank, issuing bank, joint-lead arranger, sole bookrunner and syndication agent.”

David Bill III was appointed as Director at Via Renewables, Inc..

“Effective on November 18, 2024, 5 p.m. CST, the Board appointed David Bill III to the Company’s Board.”

Kenneth M. Hartwick resigned as Director at Via Renewables, Inc..

“On November 15, 2024, director Kenneth M. Hartwick tendered his notice of resignation from the Board of Directors (“Board”) of Via Renewables, Inc. (the “Company”) for personal reasons, effective November 18, 2024, 5 p.m. CST.”

Via Renewables, Inc. underwent a change of control involving Retailco, LLC for $11.00 in cash per share (closed 2024-06-13).

“Time”). Under the terms of the Merger Agreement, at the Effective Time: • each outstanding share of Class A Common Stock was canceled and converted into the right to receive $11.00 in cash per share, without interest (the “Merger Consideration”) other than: (i) the Excluded Shares, and (ii) shares of Class A Common Stock held by any holder of record of”

Via Renewables, Inc. reported the quarter ended March 31, 2024 results: net income $19.1 million.

“Net Income for the quarter ended March 31, 2024, was $19.1 million compared to Net Loss of $(6.8) million for the quarter ended March 31, 2023.”

Via Renewables, Inc. reported the quarter ended December 31, 2023 results: net income $(0.9) million.

“Via Renewables, Inc. Reports Fourth Quarter and Full Year 2023 Financial Results”

Via Renewables, Inc. reported the year ended December 31, 2023 results: net income $26.1 million.

“Via Renewables, Inc. Reports Fourth Quarter and Full Year 2023 Financial Results”

Via Renewables, Inc. entered into Agreement and Plan of Merger with Retailco, LLC; NuRetailco LLC valued at $11.00 per share in cash (effective 2023-12-29).

“On December 29, 2023, Via Renewables, Inc., a Delaware corporation (the “ Company ”), Retailco, LLC, a Texas limited liability company (“ Parent ”), and NuRetailco LLC, a Delaware limited liability company and wholly-owned subsidiary of Parent (“ Merger Sub ”), entered into an Agreement and Plan of Merger (the “ Agreement ”).”

Via Renewables, Inc. reported quarter ended September 30, 2023 results: net income $14.7 million.

“Net Income for the quarter ended September 30, 2023, was $14.7 million compared to Net Loss of $(4.9) million for the quarter ended September 30, 2022.”

Via Renewables, Inc. reported quarter ended June 30, 2023 results: net income $19.1 million.

“Net Income for the quarter ended June 30, 2023, was $19.1 million compared to Net Income of $12.5 million for the quarter ended June 30, 2022.”

Barbara Clay departed as Acting General Counsel and Secretary at Via Renewables, Inc..

“Accordingly, effective July 5, 2023, Ms. Clay no longer serves as an executive officer of the Company.”

Nick W. Evans, Jr. resigned as member of the Board at Via Renewables, Inc..

“On June 7, 2023 Nick W. Evans, Jr., a member of the Board of the Company, notified the Company of his intention to resign from the Board effective as of June 9, 2023.”

A. Stephen Kennedy was appointed as Class II independent director at Via Renewables, Inc..

“appointed A. Stephen Kennedy effective immediately, to serve as a Class II independent director.”

Via Renewables, Inc. shareholders approved Advisory approval of compensation of Named Executive Officers at the 2023-05-31 meeting.

“Proposal 3: The compensation of the Company’s Named Executive Officers was approved, on an advisory basis, by the votes set forth in the table below: For Against Abstain Broker Non-Votes 5,472,259 200,064 20,495 670,989”

Via Renewables, Inc. shareholders approved Ratification of Grant Thornton LLP as independent registered public accountant for year ending December 31, 2023 at the 2023-05-31 meeting.

“Proposal 2: The appointment of Grant Thornton LLP as the Company’s independent registered public accountant for the year ending December 31, 2023 was ratified by the Company’s shareholders by the votes set forth in the table below: For Against Abstain Broker Non-Votes 6,246,164 84,858 32,785 —”

Via Renewables, Inc. shareholders approved Election of Class III director at the 2023-05-31 meeting.

“Proposal 1: The following nominee was elected to serve as a Class III director for a term expiring at the 2026 Annual Meeting by the votes set forth in the table below: Nominee For Withheld Broker Non-Votes Amanda E. Bush 5,358,970 333,848 670,989”

Via Renewables, Inc. reported the quarter ended March 31, 2023 results: net income $(6.8) million.

“Via Renewables, Inc. ("Via Renewables" or the "Company") (NASDAQ: VIA, VIASP), an independent retail energy services company, today reported financial results for the quarter ended March 31, 2023.”

Via Renewables, Inc. reported the year ended December 31, 2022 results: net income $11.2 million.

“Net Income for the year ended December 31, 2022, was $11.2 million”

Via Renewables, Inc.: Amended the Amended and Restated Certificate of Incorporation to effect a 1-for-5 reverse stock split of the Common Stock, effective March 21, 2023 at 5:30 PM ET (effective 2023-03-21).

“On March 20, 2023, the Company filed with the Delaware Secretary of State the Certificate of Amendment to the Company’s Amended and Restated Certificate of Incorporation to effect the Reverse Stock Split at a ratio of 1 for 5 for each share of Common Stock effective as of March 21, 2023 at 5:30 PM ET.”

Via Renewables, Inc. shareholders approved Approval of Reverse Stock Split at the 2023-03-20 meeting.

“Proposal 1 : The Reverse Stock Split was approved by the votes set forth in the table below: For Against Abstain 27,416,243 4,320,584 143,336”

Via Renewables, Inc. reported the year ended December 31, 2022 results: net income Expected $11.2 million in Net Income.

“Via Renewables, Inc. Reports Preliminary Fourth Quarter and Full Year 2022 Financial Results”

Via Renewables, Inc. reported the quarter ended September 30, 2022 results: net income $(4.9) million.

“Net Loss for the quarter ended September 30, 2022, was $(4.9) million compared to Net Income of $34.7 million for the quarter ended September 30, 2021.”