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. 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 ”).”