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RUN

Sunrun Inc.

Sector: energySolarNASDAQMarket Cap: $4.71B

Sunrun Inc. is a residential solar and battery storage company with a primary political signal of a $12,000 lobbying alignment with a House Democrat on defense appropriations, despite no direct federal contracts.

Govt Dependence
5/100
Regulatory Density
75/100
Lobbying Intensity
10/100
Political Signal
NEUTRAL

BusinessWhat RUN does

Sunrun Inc. provides residential solar energy and battery storage solutions, primarily through lease and power purchase agreement (PPA) models. Its revenue is derived from customer agreements, solar energy system sales, and grid services.

12 months past · 3 months futureRUN activity timeline

$22$15$9 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 28 $21.41 hi $9.07 lo $10.08 CONGRESS 30 INSIDERS 1 13F FUNDS 30 BILLS 27 FERBER ALAN · · BUY 2026-03-03 Two Sigma Investments · + $105671M · 2026-03-31Renaissance Technologies · + $28005M · 2026-03-31Two Sigma Investments · + $12700M · 2026-03-31Soros Fund Management · - $264M · 2026-03-31D.E. Shaw & Co. · holds $181M · 2025-12-31D.E. Shaw & Co. · - $164M · 2025-09-30Two Sigma Investments · - $80M · 2025-12-31Soros Fund Management · - $73M · 2025-09-30Citadel Advisors · + $60M · 2025-09-30Citadel Advisors · - $53M · 2025-12-31Two Sigma Investments · - $52M · 2025-09-30Soros Fund Management · - $41M · 2025-12-31D.E. Shaw & Co. · + $37M · 2025-12-31D.E. Shaw & Co. · + $36M · 2025-09-30Renaissance Technologies · holds $34M · 2025-12-31Renaissance Technologies · OPENED $32M · 2025-09-30Soros Fund Management · + $24M · 2025-09-30 MARKUP · Senate Energy and Natural Resources · 2026-07-29MARKUP · Senate Foreign Relations · 2026-07-30
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
249 trading days · 0 congressional trades shown · 1 insider buys · 17 13F filings · 0 past bill actions · 2 upcoming markups

Executive Branch ConflictsRUN held by Trump-administration officials

Lifetime Government AwardsRUN federal contracts

RUN doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding RUN

$146.92B
Total RUN held by tracked 13F funds
8
Funds with RUN positions
Two Sigma Investments $105.67B +80% 2026-03-31
Renaissance Technologies $28.00B +13% 2026-03-31
Two Sigma Investments $12.70B +37% 2026-03-31
Soros Fund Management $264M -99% 2026-03-31
D.E. Shaw & Co. $181M holds 2025-12-31
Citadel Advisors $53M -17% 2025-12-31
D.E. Shaw & Co. $37M +169% 2025-12-31
Bridgewater Associates $6M +42% 2025-12-31

Congressional TradesWho in Congress is trading RUN

2023-03-01 Daniel S. Goldman D-New York · house sale $1,001 - $15,000 47d late
2023-03-01 Daniel S. Goldman D-New York · house Sale $1,001 - $15,000 47d late
2022-01-14 (unknown) purchase $1,001 - $15,000
2022-01-14 (unknown) Purchase $1,001 - $15,000
2020-11-12 (unknown) purchase $1,001 - $15,000
2020-11-12 (unknown) Purchase $1,001 - $15,000
2020-10-13 (unknown) purchase $1,001 - $15,000
2020-10-13 (unknown) Purchase $1,001 - $15,000
2020-10-07 (unknown) sale $324.38
2020-10-07 (unknown) sale $1,001 - $15,000
2020-10-02 (unknown) Sale $80.02
2020-10-07 (unknown) Sale $486.57
30+ trades on file · most recent 2023-04-17

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Open-market buys

C
Insider signal score 40/100 · 1 distinct insiders · 1 open-market buys totaling $149K in the last 180 days.
2026-03-03 FERBER ALAN BUY 12,500 sh $149K

Stock awards & option exercises

10
stock awards · $16.2M market value
2026-04-10 Powell Mary Chief Executive Officer AWARD 201,238 sh $2.7M
2026-04-10 Dickson Paul S. Pres. & Chief Revenue Officer AWARD 148,026 sh $2.0M
2026-04-10 Abajian Danny Chief Financial Officer AWARD 130,611 sh $1.7M
2026-04-10 STEELE JEANNA Chief Legal & People Officer AWARD 87,074 sh $1.2M
2026-04-10 Barak Maria Chief Accounting Officer AWARD 20,123 sh $267K
2026-02-27 Powell Mary Chief Executive Officer AWARD 220,667 sh $2.9M
2026-02-27 Dickson Paul S. Pres. & Chief Revenue Officer AWARD 170,515 sh $2.3M
2026-02-27 Abajian Danny Chief Financial Officer AWARD 150,454 sh $2.0M
For RUN, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting RUNLive legislation impacting this stock

Political ProfileWhere RUN sits in Washington

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STRUCTURAL: Strong committee alignment (House Judiciary, Counterterrorism) with a single Democrat on defense appropriations for $12,000. EVIDENTIARY: Weak. No federal contracts per `get_government_precedent`. Minimal insider buying (1 director buy for $149k in 180 days per `get_corporate_insider_signal`). No congressional trades. Net: Structural lobbying link is narrow and not directly tied to core energy business, offset by lack of transactional evidence.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • High density of energy-sector legislation impacting revenue
    U.S. Congress
    "Eight recent bills with impact_ratios from 0.0036 to 0.0038 per `Recent bill_impacts` array."

Regulatory opportunities

  • Potential inclusion in Department of Energy (DOE) wind-related funding or programs
    Department of Energy
    "Lobbying filing cites monitoring 'DOE/wind related issues' per `Lobbying filings touching this ticker[0].specific_issues`."

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.

LobbyingWho's hired to advocate for RUN

THORN RUN PARTNERS ON BEHALF OF CLEMSON UNIVERSITY · $12K defense
Member intelligence layer

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Frequently AskedAbout RUN & political exposure

Does Sunrun Inc. (RUN) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Sunrun Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own RUN stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in RUN on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded RUN stock?
132 congressional trades by 2 unique members of Congress, most recently on 2023-03-01. See the Congressional Trading panel for politician-by-politician breakdown.
What is RUN political risk profile?
Government dependence: 5/100. Lobbying intensity: 10/100. Political signal: neutral. Donor party split: R 0% / D 100%.
How does GovGreed track RUN political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. RUN data is updated daily from these official federal sources.