RUN Sunrun Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Residential solar and battery storage subscription services with no upfront costs, serving homeowners primarily through leases and power purchase agreements
• • New emphasis: Expanded strategic partnerships providing access to millions of potential customers from new market entrants in retail and energy sectors

Management Discussion & Analysis

• • Revenue $2.96B, up 45% YoY from $2.04B; Customer agreements up $314M (21%), energy systems up $606M (114%)
• • Gross margin on customer agreements improved: cost ratio 70% vs 78%; on energy systems margin improved: cost ratio 68% vs 101% prior year

Risk Factors

• • Convertible senior notes $475M issued Feb 2024, maturity Mar 2030, reliance on outside financing for growth and capital deployment
• • Purchase commitments $2.0B photovoltaic modules, inverters, batteries through Q4 2025, cancelable without significant penalties

Risk Factors

• • New risk: OBBB law (July 2025) alters tax credit availability, adding "Prohibited Foreign Entity" restrictions, shortening Section 48E credit for solar to 2027, ending Section 25D credit in 2026
• • Updated regulatory risk: California’s Net Billing Tariff (April 2023) reduces financial credits, causing originations below prior levels; risk of continued decline in the largest market (45% customer base)

What are the latest RUN SEC filings in 2026?

Sunrun Inc. (RUN) has filed a 10-K annual report on February 26, 2026, a 10-Q quarterly report on November 6, 2025, an 8-K current report on February 26, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did RUN file its most recent 10-K annual report?

Sunrun Inc. (RUN) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view RUN 10-Q quarterly reports?

Sunrun Inc. (RUN)'s most recent 10-Q quarterly report was filed on November 6, 2025. SignalX displays every RUN 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has RUN filed recently?

Sunrun Inc. (RUN)'s most recent 8-K was filed on February 26, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find RUN insider trading activity (Form 4)?

SignalX aggregates every RUN Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does RUN file with the SEC?

Sunrun Inc. (RUN) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new RUN filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Sunrun Inc. (RUN).

What is RUN's SEC CIK number?

Sunrun Inc. (RUN)'s SEC CIK (Central Index Key) number is 1469367. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1469367 to look up all RUN filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find RUN return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Sunrun Inc. (RUN) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.