Conviction
$ Value
$308K
Shares
23,703
Price
$13
Filed
Aug 6
▶ Why this score? (5/10)
- ✓ Open market buy (+3)
- ✓ Trade value >= $250K (+1)
- ✓ 10%+ owner (+1)
Insider
Name
ECP ControlCo, LLC
Title
—
CIK
0001707921
Roles
Transaction Details
Transaction Date
2025-08-04
Code
P
Table
Non-Derivative
Ownership
Indirect
Equity Swap
No
Shares After
3,118,244
Footnotes
The purchases reported herein were effected pursuant to a Rule 10b5-1 plan adopted by Hill City Holdings, LP ("Hill City") on June 5, 2025. | The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $12.62 to $13.16. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. | The securities are held of record by Hill City. ECP ControlCo, LLC is the managing member of Energy Capital Partners IV, LLC, which is the general partner of Energy Capital Partners GP IV, LP, which is the general partner of each of (i) Energy Capital Partners IV-A, LP, (ii) Energy Capital Partners IV-B, LP, (iii) Energy Capital Partners IV-C, LP, and (iv) Energy Capital Partners IV-D, LP (the "Funds"). Energy Capital Partners GP IV, LP is also the general partner of Energy Capital Partners IV-B (Hill City IP), LP ("Hill City IP"). Each of (i) Energy Capital Partners IV-A, LP, (ii) Hill City IP, (iii) Energy Capital Partners IV-C, LP, and (iv) Energy Capital Partners IV-D, LP are the members of Hill City Holdings GP, LLC, which is the general partner of Hill City. | ECP ControlCo, LLC is controlled by its board of managers, which consists of Douglas Kimmelman, Peter Labbat, Tyler Reeder, Rahman D'Argenio, Raoul Hughes and Xavier Robert, all of whom collectively share the power to vote and dispose of the securities beneficially owned by ECP ControlCo, LLC. As a result of these relationships, each of the foregoing entities and individuals may be deemed to share beneficial ownership of the securities held of record by Hill City. Each such entity and individual disclaims beneficial ownership of these securities except to the extent of their pecuniary interest therein. | The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $12.92 to $13.30. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
Filing Info
ECP ControlCo, LLC's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2025-09-11 | SHEN | ▲ | $24K |
| 2025-09-10 | SHEN | ▲ | $180K |
| 2025-09-09 | SHEN | ▲ | $5K |
| 2025-09-08 | SHEN | ▲ | $2K |
| 2025-09-05 | SHEN | ▲ | $40K |
| 2025-09-04 | SHEN | ▲ | $27K |
| 2025-09-03 | SHEN | ▲ | $384K |
| 2025-09-02 | SHEN | ▲ | $377K |
| 2025-08-29 | SHEN | ▲ | $159K |
| 2025-08-28 | SHEN | ▲ | $190K |
Other Insiders at SHEN (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
|
FRENCH CHRISTOPHER E
Executive Chairman
|
— | — | 2026-03-02 |
|
FRENCH CHRISTOPHER E
President & CEO
|
— | — | 2026-02-19 |
|
VOLK JAMES J
SVP Finance & CFO
|
— | — | 2026-02-19 |
| Fitzsimmons Tracy | — | — | 2026-04-21 |
| Koontz Richard L Jr | — | — | 2026-04-02 |
| John W Flora | — | — | 2026-04-21 |
| Beckett Thomas | — | — | 2026-04-02 |
|
McKay Edward H
President & CEO
|
— | — | 2026-02-19 |
| SCHULTZ LEIGH ANN | — | — | 2026-04-02 |
| QUAGLIO KENNETH L | — | — | 2026-04-02 |
|
CHENG ELAINE
SVP & Chief Info Officer
|
— | — | 2026-02-19 |
|
MASON RICHARD W JR
SVP Engineering & Operations
|
— | — | 2026-02-19 |
|
TORMEY HEATHER K
VP Chief HRO
|
— | — | 2026-02-19 |
|
Olsen Angela M
VP Legal/Gen Counsel & Sec
|
— | — | 2026-02-19 |
| Energy Capital Partners Management, LP | — | — | 2026-02-19 |
| GCM Grosvenor Inc. | — | — | 2026-02-19 |
| BARNES VICTOR CHRISTOPHER | — | — | 2026-04-02 |
|
LESLIE DARA
SVP Sales & Marketing
|
— | — | 2026-02-19 |
| DiMola James F | — | — | 2026-02-19 |
|
Lytle Glenn E Jr
SVP Commercial Sales
|
— | — | 2026-02-19 |
| Rhymes Michael Anthony | — | — | 2026-04-02 |
|
Willis Tracy
VP & Chief Accounting Officer
|
— | — | 2026-02-19 |