4//SEC Filing
WHITE OAK GLOBAL ADVISORS LLC 4
Accession 0001493152-25-024481
CIK 0001865506other
Filed
Nov 19, 7:00 PM ET
Accepted
Nov 20, 5:00 PM ET
Size
10.4 KB
Accession
0001493152-25-024481
Insider Transaction Report
Form 4
WHITE OAK GLOBAL ADVISORS LLC
10% Owner
Transactions
- Conversion
Promissory Note
2025-10-30→ 0 totalExercise: $1.35→ Class A Common Stock (1,851,851 underlying) - Conversion
Class A Common Stock
2025-10-30+1,851,851→ 9,931,851 total
LHX Intermediate, LLC
10% Owner
Transactions
- Conversion
Promissory Note
2025-10-30→ 0 totalExercise: $1.35→ Class A Common Stock (1,851,851 underlying) - Conversion
Class A Common Stock
2025-10-30+1,851,851→ 9,931,851 total
Footnotes (2)
- [F1]On December 24, 2024 (the "Issue Date"), Zeo Energy Corp. (the "Issuer") issued a promissory note (the "Promissory Note") to LHX Intermediate, LLC, a Delaware limited liability company ("LHX"), pursuant to which the Issuer could borrow up to an aggregate principal amount of $4,000,000 (the "Loan"), subject to the terms and conditions set forth in the Promissory Note. On October 30, 2025 (the "Repayment Date"), the Issuer issued 1,851,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock") to LHX upon the Issuer's conversion of the Promissory Note held by LHX in the principal amount of $2,500,000 at a conversion price of $1.35 per share. The term of the Promissory Note expired on the Repayment Date.
- [F2]The securities of the Issuer are held directly by LHX. White Oak Global Advisors, LLC ("WOGA") is the manager of the funds and accounts that own LHX. WOGA disclaims beneficial ownership with respect to any securities of the Issuer held by LHX, except to the extent of its pecuniary interest in such securities. Investment and voting decisions for WOGA are made by a simple majority vote of its investment committee. Therefore, no individual member of the investment committee is considered to be the beneficial owner of the securities of the Issuer held by LHX, except to the extent of his or her pecuniary interest in such securities.
Documents
Issuer
Zeo Energy Corp.
CIK 0001865506
Entity typeother
IncorporatedDE
Related Parties
1- filerCIK 0001420562
Filing Metadata
- Form type
- 4
- Filed
- Nov 19, 7:00 PM ET
- Accepted
- Nov 20, 5:00 PM ET
- Size
- 10.4 KB