Recent 8-K filings for ZEO

• April 24, 2026, 7:59 PM ET regulatory materiality 0.80 negative item 3.01 ◈ Listing & Compliance Notices

  Zeo Energy receives Nasdaq minimum bid price deficiency notice; 180 days to cure

  Received Nasdaq deficiency letter on April 23, 2026 for failing to maintain minimum $1 bid price for 30 consecutive business days.

• April 17, 2026, 7:59 PM ET other material materiality 0.15 neutral item 7.01item 9.01

  Zeo Energy provides investor presentation at Webull Webinar

  Presentation dated April 15, 2026; available on company's IR website.

• January 27, 2026, 6:59 PM ET other material materiality 0.65 neutral item 1.01item 3.02item 9.01 ◈ Material Agreements

  Zeo Energy enters $30M equity line with White Lion Capital; shares sold at market discounts

  Up to $30M of newly issued Class A common stock can be sold to White Lion over 3 years.

• November 4, 2025, 6:59 PM ET other materiality 0.65 neutral item 4.01item 9.01 ◈ Auditor Changes ×2

  Zeo Energy dismisses Grant Thornton, appoints Tanner as auditor for FY2025

  Audit committee approved dismissal of Grant Thornton as independent auditor, effective Oct 31, 2025.

• September 8, 2025, 7:59 PM ET other materiality 0.00 neutral item 7.01item 9.01

  Zeo Energy presents at Gateway Conference; no specific financial details released

  CEO Tim Bridgewater and CFO Cannon Holbrook presented at 2025 Annual Gateway Conference on Sept 4, 2025.

• August 19, 2025, 7:59 PM ET other material materiality 0.65 neutral item 1.01item 3.02item 9.01

  Zeo Energy to pay Piper Sandler $1.69M cash and 677,711 shares for buy-side advisory fee

  Cash payment of $1.6875 million plus 677,711 Class A shares to Piper Sandler as Heliogen Buyside Advisory Fee upon closing of Heliogen acquisition.

• August 12, 2025, 7:59 PM ET M&A materiality 0.85 negative item 2.01item 9.01

  Zeo Energy completes acquisition of Heliogen; Heliogen reports $6.4M Q1 loss, going concern doubt

  Merger closed on Aug 8, 2025; exchange ratio 0.9591 Zeo shares per Heliogen share.

• August 11, 2025, 7:59 PM ET M&A materiality 0.90 neutral item 2.01item 9.01

  Zeo Energy completes merger with Heliogen; Exchange Ratio 0.9591

  As of Aug 8, 2025, each Heliogen share converted to 0.9591 Zeo Class A share.

• August 11, 2025, 7:59 PM ET M&A materiality 0.75 positive item 7.01item 9.01

  Zeo Energy closes Heliogen stock acquisition; nets $13.6M cash, forms new division

  Acquisition completed Aug 8, 2025; consideration entirely in Zeo Class A common stock.

• August 8, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07item 9.01

  Zeo Energy stockholders elect all five director nominees and approve share issuance proposal at annual meeting

  Elected directors Timothy Bridgewater, Dr. Abigail M. Allen, James P. Bensen, Neil Bush, Mark M. Jacobs; each received over 47.3M votes for.

• July 9, 2025, 7:59 PM ET leadership materiality 0.40 neutral item 5.02item 9.01

  Director Gianluca Guy resigns from Zeo Energy board effective July 4

  Gianluca 'Luke' Guy resigned as a member of the Board of Directors, effective July 4, 2025.

• June 18, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Zeo Energy Q1 2025 revenue $8.8M (down 56.4% YoY); net loss $13.3M; agrees to acquire Heliogen

  Total revenue $8.8M vs $20.1M in Q1 2024, a 56.4% decline; gross margin improved to 43.0% from 29.9%.

• June 12, 2025, 7:59 PM ET other materiality 0.20 neutral item 8.01

  Zeo Energy Corp. sets first Annual Meeting for August 5, 2025, record date June 6, 2025

  Annual Meeting to be held virtually on August 5, 2025.

• May 29, 2025, 7:59 PM ET M&A materiality 0.75 neutral item 1.01item 7.01item 8.01item 9.01

  Zeo Energy acquires Heliogen for $10M stock; exchange ratio based on $1.59/share

  Total Merger Consideration $10M, adjusted by Heliogen's Net Cash collar of $13M-$16M.

• May 29, 2025, 7:59 PM ET other material materiality 0.60 negative item 3.01item 7.01item 9.01

  Zeo Energy receives Nasdaq deficiency notice for late Q1 2025 Form 10-Q filing

  Nasdaq notice received May 22, 2025 due to failure to file Q1 2025 10-Q by May 15 deadline.

• May 27, 2025, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  Zeo Energy reports FY 2024 revenue down 33% to $73.2M; net loss $9.9M vs income $4.8M in 2023

  Full-year revenue $73.2M, down 33.2% YoY; net loss $9.9M vs net income $4.8M in 2023.

• April 18, 2025, 7:59 PM ET regulatory materiality 0.85 negative item 3.01item 7.01item 9.01

  Zeo Energy receives Nasdaq notice for late 10-K filing; has until June 16 to submit plan

  Nasdaq notified Zeo on April 17, 2025 for failing to file 2024 10-K by March 31 deadline.

• February 4, 2025, 6:59 PM ET other material materiality 0.05 neutral item 9.01

  Zeo Energy corrects auditor opinion date on Sunergy's restated financials

  Grant Thornton opinion date corrected to August 16, 2024 (Note 3: January 23, 2025) on prior filing.

• January 31, 2025, 6:59 PM ET other materiality 0.10 neutral item 9.01

  Zeo Energy files 8-K/A correcting Grant Thornton signature on Sunergy restated financials

  Amendment No. 4 corrects a scrivener's error: omitted signature of Grant Thornton LLP on the Report of Independent Registered Public Accounting Firm in Exhibit 99.1.

• January 23, 2025, 6:59 PM ET other material materiality 0.65 negative item 2.01item 9.01

  Zeo Energy restates FY2023 and FY2022 Sunergy financials; no impact on net income

  Restatement corrects misclassifications: selling expenses moved from COGS to sales and marketing, no effect on total operating expenses or net income.

• December 26, 2024, 6:59 PM ET debt materiality 0.70 negative item 1.01item 2.03item 3.02item 9.01

  Zeo Energy enters $4M promissory note with LHX; repayable in shares at $1.35 or 4x cash

  Up to $4M available in three tranches: $2.5M initial, $750K upon 340 solar permits (60 days), $750K upon 296 installations (60 days after).

• November 14, 2024, 6:59 PM ET other material materiality 0.85 negative item 4.02

  Zeo Energy restates FY2022-FY2024 financials; reclassifies commission expenses and leases

  Audit committee withdraws reliance on FY2022, FY2023, Q1/Q2 2024 financials and S-1 due to misstatements.

• November 6, 2024, 6:59 PM ET M&A materiality 0.80 positive item 2.01item 3.02item 1.01item 7.01item 9.01

  Zeo Energy completes asset purchase from bankrupt Lumio for $4M cash and 6.2M shares

  Acquired uninstalled residential solar contracts, inventory, IP, and goodwill from Lumio (Chapter 11 debtor) for $4M cash and 6,206,897 shares of Common Stock.

• October 31, 2024, 7:59 PM ET M&A materiality 0.75 neutral item 1.01item 9.01

  Zeo Energy to acquire residential solar assets from bankrupt Lumio for $4M cash and 6.2M shares

  Acquires uninstalled solar contracts, inventory, IP from Lumio Holdings (Chapter 11) for $4M cash + 6.2M shares.

• August 20, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 5.02item 9.01 ◈ executive_change

  Zeo Energy Q2 revenue down 51% to $14.7M, net loss of $1.3M; appoints Cannon Holbrook as CFO

  Q2 2024 revenue $14.7M, down 51% from $30.1M in Q2 2023; net loss $1.3M vs net income $0.8M.

• August 19, 2024, 7:59 PM ET other material materiality 0.70 negative item 2.01item 9.01

  Zeo Energy restates FY2023 & Q1 2024 financials; net income cut by $1.4M

  FY2023 net income reduced by $1.417M due to corrections in accounts payable, accrued expenses, and revenue.

• August 2, 2024, 7:59 PM ET other material materiality 0.85 negative item 4.02

  Zeo Energy restates 2023 and Q1 2024 financials; net income reduced by $1.4M and $144K respectively

  FY2023 errors: $844K debit memos reversal, $268K insurance/audit accruals, $376K sales cut-off; net income reduced $1.417M.

• May 16, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Zeo Energy Q1 revenue up 4% to $19.5M; net loss $1.7M vs prior year profit

  Revenue $19.5M (+4% YoY); gross profit $1.8M (-47% YoY) from $3.4M.

• April 18, 2024, 7:59 PM ET regulatory materiality 0.60 neutral item 4.01item 9.01 ◈ Auditor Changes ×2

  Zeo Energy dismisses BDO, engages Grant Thornton; material weaknesses cited

  BDO USA P.C. dismissed as independent auditor on April 16, 2024; no disagreements with BDO.

• March 25, 2024, 7:59 PM ET other material materiality 0.60 neutral item 2.01item 9.01

  Sunergy's audited FY2023 revenue $110.1M, net income $6.2M filed in 8-K/A

  Sunergy revenue $110.1M in 2023 (up 24% YoY from $89.0M); net income $6.2M vs $8.7M in 2022.

• March 20, 2024, 7:59 PM ET M&A materiality 0.95 neutral item 1.01item 5.02item 2.01item 3.02item 9.01item 2.02item 3.03item 5.01item 5.03item 5.06item 7.01 ◈ Material Agreements ×4◈ Governance Changes ×3◈ Earnings Releases

  Zeo Energy closes Sunergy business combination; 33.73M OpCo units issued

  Consideration to Sunergy sellers: 33,730,000 Exchangeable OpCo Units and 33,730,000 Class V shares.

• March 20, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  Zeo Energy reports FY2023 net revenue $110.1M (+24%); Q4 net loss $0.1M

  Full-year 2023 net revenue $110.1M, up 24% YoY; gross profit $20.2M (+26%).

• March 12, 2024, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 9.01 ◈ Material Agreements

  ESGEN enters non-redemption agreement with K2 Fund to backstop 174,826 shares

  K2 Fund will purchase at least 174,826 ESAC Class A shares from redeeming holders and rescind redemptions.

• March 8, 2024, 6:59 PM ET other material materiality 0.70 neutral item 5.07item 8.01

  ESGEN shareholders approve Sunergy business combination; ~1.34M shares redeemed for $15.3M

  All proposals for the business combination with Sunergy Renewables approved at March 6, 2024 meeting.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.95 · Median 0.70 · Most common event other_material

2 positive 13 negative 19 neutral

source · ZEO on sec.gov