Sunrun Director Sells 50K Shares for Nearly $1M As Virtual Power Plant Continues to Expand

2026-02-22 14:06:37

Lynn Michelle Jurich, Director at Sunrun (RUN +1.00%), directly sold 50,000 shares for a transaction value of approximately $929,700 on Feb. 2, 2026, according to a SEC Form 4 filing.

Transaction summary

Metric	Value
Shares sold (direct)	50,000
Transaction value	$929,700
Post-transaction shares (direct)	651,175
Post-transaction value (direct ownership)	$11.8 million

_Transaction value based on SEC Form 4 weighted average purchase price ($18.59); post-transaction value based on Feb. 2, 2026 market close price. _

Key questions

How does this sale compare to the insider’s typical trading activity?
The 50,000-share sale is in line with the recent median sell size for Jurich, who has consistently executed similarly sized trades during the last 18 months as direct holdings have contracted.
What proportion of the insider’s stake was impacted, and how much capacity remains?
This transaction represented 2.17% of Jurich’s direct holdings at the time.

Company overview

Metric	Value
Price	$20.28
Market capitalization	$4.71 billion
Revenue (TTM)	$2.32 billion
1-year price change	135.54%

*Price and 1-year performance calculated using Feb. 21, 2026 as the reference date.

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NASDAQ: RUN

Sunrun

Today’s Change

(1.00%) $0.20

Current Price

$20.24

Key Data Points

Market Cap

$4.7B

Day’s Range

$19.78 - $21.14

52wk Range

$5.38 - $22.44

Volume

253K

Avg Vol

Gross Margin

19.78%

Company snapshot

Sunrun is a leading provider of residential solar energy solutions in the United States, offering residential solar energy systems and battery storage solutions. It specializes in a virtual power plant system, where it draws electricity from the solar energy collected from residential solar panels.

What this transaction means for investors

The sale of direct shares by Jurich was part of a Rule 10b5-1 trading plan put in place on June 9, 2025, so the transaction was scheduled in advance. The filing also mentions that she holds 1.6 million indirect shares and 1,274 restricted stock units.

Sunrun’s stock is coming off a strong 2025, when share prices rose approximately 95%, the first year of positive gains since 2020. The stock is currently up 8% in 2026 as of Feb. 21. The company is in an interesting position because while its unique virtual power plant focus can highly benefit residential homes and electrical power grids around the country, it may take some time before the company can implement this operational style at full scale nationwide.

The solar company has a strong customer base in California, and recently announced plans to expand operations in the Northeast, but it suffered a huge blow when the 30% federal tax credit that helped homeowners offset the cost of solar installations and battery storage ended on December 31, 2025, following the passage of the “One Big Beautiful Bill” (OBBBA) in July 2025.

Multiple competitors in the solar industry conducted significant layoffs due to a decline in revenue from the tax credit, and some even abandoned multiple state markets.

The positive about Sunrun though is that it is the nation’s largest residential solar installer by volume, and in February, it stated that it has the nation’s largest distributed power plant, due to it growing more than fivefold in 2025. The company may also benefit significantly from the rise of AI and data centers that rely heavily on electricity. After a few rough years of performance, Sunrun’s stock may be well-positioned for long-term growth.

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