RUN / Sunrun Inc. - SEC-arkivering, Årsberetning, Fuldmagtserklæring

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 28, 2026 Sunrun Inc. (Exact na

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 28, 2026 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (I

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant as sp

Sunrun Reports First Quarter 2026 Financial Results Aggregate Subscriber Value of $1.1 billion in Q1 Contracted Net Value Creation of $108 million in Q1, or $0.46 per share Storage Attachment Rate reached record 73% in Q1 Net change in cash and restr

Exhibit 99.1 Sunrun Reports First Quarter 2026 Financial Results Aggregate Subscriber Value of $1.1 billion in Q1 Contracted Net Value Creation of $108 million in Q1, or $0.46 per share Storage Attachment Rate reached record 73% in Q1 Net change in cash and restricted cash of -$148 million and Cash Generation1 of -$59 million in Q1, owing to a shift in project finance timing into Q2 and investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 6, 2026 Sunrun Inc. (Exact nam

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 6, 2026 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (IR

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 26, 2026 Sunrun Inc. (Exa

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 26, 2026 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Numbe

Sunrun Inc. - List of Subsidiaries (as of December 31, 2025)

Exhibit 21.1 Sunrun Inc. - List of Subsidiaries (as of December 31, 2025) Name of Subsidiary Jurisdiction of Organization AEE Solar, Inc. California Clean Energy Experts LLC California SNR Solar LLC Delaware Sunrun Installation Services Inc. Delaware Sunrun PR Operations LLC Puerto Rico Sunrun Servicer, LLC Delaware Sunrun Solar Electrical Corporation New York Sunrun South LLC Delaware The Sunrun

Credit Agreement* dated as of April 20, 2021 Sunrun Luna Portfolio 2021, LLC, as Borrower, Atlas Securitized Products Holdings, L.P., as Administrative Agent for the financial institutions that may from time to time become parties hereto as Lenders,

Exhibit 10.15¥ Conformed Copy through 10th Amendment Credit Agreement* dated as of April 20, 2021 among Sunrun Luna Portfolio 2021, LLC, as Borrower, Atlas Securitized Products Holdings, L.P., as Administrative Agent for the financial institutions that may from time to time become parties hereto as Lenders, Computershare Trust Company, National Association, as Collateral Agent and as Paying Agent

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-37511 Sunrun Inc. (Exact name of Registrant as specifie

Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results Net change in cash and restricted cash of $290 million and Cash Generation1 of $377 million in 2025 Outlook for positive Cash Generation2 in the range of $250 million to $450 million

Exhibit 99.1 Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results Net change in cash and restricted cash of $290 million and Cash Generation1 of $377 million in 2025 Outlook for positive Cash Generation2 in the range of $250 million to $450 million for full year 2026 Aggregate Subscriber Value of $1.3 billion in Q4 Contracted Net Value Creation of $176 million in Q4, or $0.76 per sha

CREDIT AGREEMENT* Dated as of January 24, 2022 SUNRUN INC., as the Borrower, THE SUBSIDIARIES OF THE BORROWER PARTY HERETO, as the Guarantors, KEYBANK NATIONAL ASSOCIATION, as Administrative Agent, SILICON VALLEY BANK, as Collateral Agent THE LENDERS

EX-10.1 Exhibit 10.1 Incorporating Amendments No. 1, 2, 3 & 4 modifications CREDIT AGREEMENT* Dated as of January 24, 2022 among SUNRUN INC., as the Borrower, THE SUBSIDIARIES OF THE BORROWER PARTY HERETO, as the Guarantors, KEYBANK NATIONAL ASSOCIATION, as Administrative Agent, SILICON VALLEY BANK, as Collateral Agent THE LENDERS PARTY HERETO and KEYBANC CAPITAL MARKETS INC., as Coordinating Lead

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 6, 2026 Sunrun Inc. (Exac

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 6, 2026 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number

Table 1: Newly Registered Securities

Calculation of Filing Fee Tables S-8 Sunrun Inc. Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee 1 Equity Common Stock, $0.0001 par value per share, reserved for issuance pursuant to the Amended and Restated Sunrun Inc. 2015 Eq

As filed with the Securities and Exchange Commission on December 3. 2025

S-8 As filed with the Securities and Exchange Commission on December 3. 2025 Registration No. 333-    UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Sunrun Inc. (Exact name of Registrant as specified in its charter) Delaware 26-2841711 (State or other jurisdiction of incorporation or organization) (I.R.S. Emp

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant a

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 6, 2025 Sunrun Inc. (Exac

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 6, 2025 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number

SUNRUN INC. AMENDED AND RESTATED 2015 EQUITY INCENTIVE PLAN Effective Date: June 11, 2025

Exhibit 10.1 SUNRUN INC. AMENDED AND RESTATED 2015 EQUITY INCENTIVE PLAN Effective Date: June 11, 2025 1.Purposes of the Plan. The purposes of this Plan are: ●to attract and retain the best available personnel for positions of substantial responsibility, ●to provide additional incentive to Employees, Directors and Consultants, and ●to promote the success of the Company’s business. The Plan permits

Sunrun Reports Third Quarter 2025 Financial Results Aggregate Subscriber Value of $1.6 billion in Q3, 10% growth year-over-year Contracted Net Value Creation of $279 million, 35% growth year-over-year Net change in cash and restricted cash of $144 mi

Exhibit 99.1 Sunrun Reports Third Quarter 2025 Financial Results Aggregate Subscriber Value of $1.6 billion in Q3, 10% growth year-over-year Contracted Net Value Creation of $279 million, 35% growth year-over-year Net change in cash and restricted cash of $144 million and Cash Generation1 of $108 million in Q3, the sixth consecutive quarter of positive Cash Generation Cash Generation guidance for

144

144 0001741304 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 STEELE JEANNA Officer Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 21037 425999.00 230732572 10/09/2025 NASDAQ Common 03/01/2025 Performance Stock Lapse Sunrun Inc. N 1477 03/01/2025 Equity Compensation Common 03/06/2025 Restricted Stock Lapse S

144

144 0001741304 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 STEELE JEANNA Officer Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 1526 30139.00 230732572 10/08/2025 NASDAQ Common 10/06/2025 Restricted Stock Lapse Sunrun Inc. N 1526 10/06/2025 Equity Compensation N JEANNA STEELE 600 California Street, Suite

144

144 0001618959 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Dickson Paul S. Officer Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 12493 250070.00 230732572 10/07/2025 NASDAQ Common 10/07/2025 Employee Stock Option Exercise Sunrun Inc. N 12493 10/07/2025 Broker Payment for Cashless Exercise N PAUL S DICKSO

144

144 0002056657 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Barak Maria Officer Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 1005 19435.00 230732572 10/06/2025 NASDAQ Common 10/06/2025 RSU Lapse - See Remarks Sunrun Inc. N 1005 10/06/2025 Equity Compensation N Maria Barak 600 CALIFORNIA STREET, SUITE 180

144

144 0001618959 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Dickson Paul S. Officer Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 8134 157335.00 230732572 10/06/2025 NASDAQ Common 10/06/2025 RSU Lapse - See Remarks Sunrun Inc. N 8134 10/06/2025 Equity Compensation N PAUL S DICKSON 600 California Street, S

144

144 0001931495 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Abajian Danny Officer Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 9055 175194.00 230732572 10/06/2025 NASDAQ Common 10/06/2025 RSU Lapse - See Remarks Sunrun Inc. N 9055 10/06/2025 Equity Compensation N DANNY ABAJIAN 600 California Street, Suit

144

144 0001741304 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 STEELE JEANNA Officer Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 4440 85878.00 230732572 10/06/2025 NASDAQ Common 10/06/2025 RSU Lapse - See Remarks Sunrun Inc. N 4440 10/06/2025 Equity Compensation N JEANNA STEELE 600 California Street, Suite

144

144 0001730240 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Powell Mary Officer Director Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 11699 226300.00 230732572 10/06/2025 NASDAQ Common 10/06/2025 RSU Lapse - See Remarks Sunrun Inc. N 11699 10/06/2025 Equity Compensation N MARY POWELL 600 California Stree

144/A

144/A 0001921094-25-001114 0001648691 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Jurich Lynn Michelle Director Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 50000 871998.00 230732572 09/08/2025 NASDAQ Common 04/05/2024 Exercise and Hold Sunrun Inc. N 45487 04/05/2024 Net Settlement Common 03/15/2018 RSU

144

144 0001618959 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Dickson Paul S. Officer Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 25614 512289.00 230732572 10/01/2025 NASDAQ Common 10/01/2025 Employee Stock Option Exercise Sunrun Inc. N 4881 10/01/2025 Broker Payment for Cashless Exercise Common 03/06/202

144

144 0001648691 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Jurich Lynn Michelle Director Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 50000 965652.00 230732572 10/01/2025 NASDAQ Common 03/15/2018 RSU Lapse Sunrun Inc. N 41640 03/15/2018 Equity Compensation Common 08/11/2017 RSU Lapse Sunrun Inc. N 7505

144

144 0001741304 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 STEELE JEANNA Officer Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 20426 395248.00 230732572 10/01/2025 NASDAQ Common 01/04/2021 RSU / PSU Sunrun Inc. N 16332 01/04/2021 Equity Compensation Common 05/15/2023 ESPP Sunrun Inc. N 1212 05/15/2023 Ca

144

144 0001648691 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Jurich Lynn Michelle Director Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 490 8291.00 230732572 09/08/2025 NASDAQ Common 09/08/2025 RSU Lapse - see remarks Sunrun Inc. N 490 09/08/2025 Equity Compensation Y Shares sold to cover tax obligation f

144

144 0001741304 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 STEELE JEANNA Officer Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 1433 24263.00 230732572 09/08/2025 NASDAQ Common 09/08/2025 RSU Lapse -See Remarks Sunrun Inc. N 1433 09/08/2025 Equity Compensation N JEANNA STEELE 600 California Street, Suite

144

144 0001730240 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Powell Mary Officer Director Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 3142 53197.00 230732572 09/08/2025 NASDAQ Common 09/08/2025 RSU Lapse - See Remarks Sunrun Inc. N 3142 09/08/2025 Equity Compensation N MARY POWELL 600 California Street,

144

144 0001931495 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Abajian Danny Officer Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 2180 36911.00 230732572 09/08/2025 NASDAQ Common 09/08/2025 RSU Lapse - See Remarks Sunrun Inc. N 2180 09/08/2025 Equity Compensation N DANNY ABAJIAN 600 California Street, Suite

144

144 0001618959 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Dickson Paul S. Officer Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 2577 43613.00 230732572 09/08/2025 NASDAQ Common 09/08/2025 RSU Lapse - See Remarks Sunrun Inc. N 2577 09/08/2025 Equity Compensation N PAUL S DICKSON 600 California Street, Su

144

144 0001648691 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Jurich Lynn Michelle Director Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 490 8291.00 230732572 09/08/2025 NASDAQ Common 09/08/2025 RSU Lapse - see remarks Sunrun Inc. N 490 09/08/2025 Equity Compensation Y Shares sold to cover tax obligation f

144

144 0001730240 XXXXXXXX LIVE 0001469367 Sunrun Inc. 001-37511 600 CALIFORNIA STREET, SUITE 1800 SAN FRANCISCO CA 94108 415-580-6900 Powell Mary Officer Director Common Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262 1809 28501.00 230732572 09/02/2025 NASDAQ Common 09/02/2025 RSU Lapse - See Remarks Sunrun Inc. N 1809 09/02/2025 Equity Compensation N MARY POWELL 600 California Street,

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant as spe

Sunrun Reports Second Quarter 2025 Financial Results Aggregate Subscriber Value of $1.6 billion in Q2, 40% growth year-over-year Contracted Net Value Creation of $376 million, or $1.64 per share, 316% growth year-over-year Net change in cash and rest

Exhibit 99.1 Sunrun Reports Second Quarter 2025 Financial Results Aggregate Subscriber Value of $1.6 billion in Q2, 40% growth year-over-year Contracted Net Value Creation of $376 million, or $1.64 per share, 316% growth year-over-year Net change in cash and restricted cash of $33 million and Cash Generation1 of $27 million in Q2, the fifth consecutive quarter of positive Cash Generation Reiterati

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 6, 2025 Sunrun Inc. (Exact

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 6, 2025 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number)

Sunrun Inc. Amended and Restated 2015 Equity Incentive Plan.

Exhibit 10.1 SUNRUN INC. AMENDED AND RESTATED 2015 EQUITY INCENTIVE PLAN Effective Date: June 11, 2025 1.Purposes of the Plan. The purposes of this Plan are: ●to attract and retain the best available personnel for positions of substantial responsibility, ●to provide additional incentive to Employees, Directors and Consultants, and ●to promote the success of the Company’s business. The Plan permits

Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 11, 2025 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant as sp

Sunrun Inc. Policy for Recoupment of Incentive Compensation, Amended and Restated as of April

Exhibit 10.1 SUNRUN INC. AMENDED AND RESTATED POLICY FOR RECOUPMENT OF INCENTIVE COMPENSATION (Effective January 1, 2020; Amended and Restated on April 28, 2025) 1. INTRODUCTION The Compensation Committee (the “Compensation Committee”) of the Board of Directors (the “Board”) of Sunrun Inc. (the “Company”) previously determined that it is in the best interests of the Company to adopt a policy (the

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 7, 2025 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (IR

Sunrun Reports First Quarter 2025 Financial Results Aggregate Subscriber Value of $1.2 billion in Q1, 23% growth year-over-year Contracted Net Value Creation of $164 million, or $0.72 per share, 104% growth year-over-year Cash Generation of $56 milli

Exhibit 99.1 Sunrun Reports First Quarter 2025 Financial Results Aggregate Subscriber Value of $1.2 billion in Q1, 23% growth year-over-year Contracted Net Value Creation of $164 million, or $0.72 per share, 104% growth year-over-year Cash Generation of $56 million in Q1, the fourth consecutive quarter of positive Cash Generation Paid down $27 million of recourse debt in Q1 with excess cash Reiter

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________ SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 ___________________________________

a2025defa14afiling UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.

ARS

Annual Report 2024Forward Looking Statements This communication contains forward-looking statements related to Sunrun (the “Company”) within the meaning of Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934 and the Private Securities Litigation Reform Act of 1995 regarding the results, performance or achievements of Sunrun.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy State

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 1, 2025 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (

Credit Agreement, dated as of April 20, 2021, by and among Sunrun Luna Portfolio 2021, LLC, as Borrower, Atlas Securitized Products Holdings, L.P., as Administrative Agent, Computershare Trust Company, National Association, as Collateral Agent and Paying Agent, and the Lenders and Funding Agents party thereto from time to time, as amended by the Amendment to the Credit Agreement, dated as of May 5, 2021, the Second Amendment to Credit Agreement, dated as of October 8, 2021, the Third Amendment to Credit Agreement, dated as of March 23, 2022, the Fourth Amendment to Credit Agreement and First Amendment to Amended and Restated Custodial Agreement, dated as of May 10, 2023, the Fifth Amendment to Credit Agreement and First Amendment to Transaction Management Agreement, dated as of December 27, 2023, the Sixth Amendment to the Credit Agreement, dated as of February 16, 2024, the Seventh Amendment to Credit Agreement, dated as of July 31, 2024, the Eighth Amendment to Credit Agreement and Omnibus Amendment to Transaction Documents, dated as of October 2, 2024, and the Ninth Amendment to Credit Agreement, dated as of January 3, 2025.

Exhibit 10.26 Conformed Copy through Ninth Amendment Credit Agreement* dated as of April 20, 2021 among Sunrun Luna Portfolio 2021, LLC, as Borrower, Atlas Securitized Products Holdings, L.P., as Administrative Agent for the financial institutions that may from time to time become parties hereto as Lenders, Computershare Trust Company, National Association, as Collateral Agent and as Paying Agent

Sunrun Reports Fourth Quarter and Full Year 2024 Financial Results Cash Generation of $34 million in Q4 after safe harbor equipment purchases, third consecutive quarter of positive Cash Generation Paid down $132 million of recourse debt in Q4 with ex

Exhibit 99.1 Sunrun Reports Fourth Quarter and Full Year 2024 Financial Results Cash Generation of $34 million in Q4 after safe harbor equipment purchases, third consecutive quarter of positive Cash Generation Paid down $132 million of recourse debt in Q4 with excess cash Cash Generation guidance of $200 million to $500 million in 2025 Cash Generation guidance of $40 to $50 million in Q1 Net Earni

List of subsidiaries of the Registrant

Exhibit 21.1 Sunrun Inc. - List of Subsidiaries (as of December 31, 2024) Name of Subsidiary Jurisdiction of Organization AEE Solar, Inc. California Clean Energy Experts LLC California SNR Solar LLC Delaware Sunrun Installation Services Inc. Delaware Sunrun PR Operations LLC Puerto Rico Sunrun Solar Electrical Corporation New York Sunrun South LLC Delaware Vivint Solar, Inc. Delaware Vivint Solar

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 27, 2025 Sunrun Inc. (Exa

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 27, 2025 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Numbe

Amended and Restated Insider Trading Policy, Amended and Restated as of October 26, 2023.

Exhibit 19.1 SUNRUN INC. AMENDED AND RESTATED INSIDER TRADING POLICY (Adopted on November 6, 2015, last amended on October 26, 2023) The Board of Directors (the “Board”) of Sunrun Inc. (“we,” “our” or “Sunrun”) has adopted this Insider Trading Policy (the “Policy”) in order to take an active role in the prevention of insider trading violations by our directors, employees, consultants, contractors

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-37511 Sunrun Inc. (Exact name of Registrant as specifie

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 6, 2025 Sunrun Inc. (Exac

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 6, 2025 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 17, 2024 Sunrun Inc. (Exa

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 17, 2024 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Numbe

RUN / Sunrun Inc. / ORBIS INVESTMENT MANAGEMENT LTD - ORBIS INVESTMENT MANAGEMENT LIMITED Passive Investment

SC 13G/A 1 runa2111424.htm ORBIS INVESTMENT MANAGEMENT LIMITED UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* Sunrun Inc. (Name of Issuer) Common Stock, $0.0001 par value (Title of Class of Securities) 86771W105 (CUSIP Number) September 30, 2024 (Date of Event which Requires Filing of this Statement)

RUN / Sunrun Inc. / Grantham, Mayo, Van Otterloo & Co. LLC - GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC / SUNRUN INC -- SCHEDULE 13G/A(#1) Passive Investment

SC 13G/A 1 gmo-sch13g18899.htm GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC / SUNRUN INC - SCHEDULE 13G/A(#1) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1) * Sunrun Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 86771W105 (CUSIP Number) September 30th, 2024 (Date of Event Which Requires

RUN / Sunrun Inc. / BlackRock, Inc. Passive Investment

SC 13G/A 1 us86771w1053111224.txt us86771w1053111224.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 8) SUNRUN INC - (Name of Issuer) Common Stock - (Title of Class of Securities) 86771W105 - (CUSIP Number) September 30, 2024 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to des

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 7, 2024 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number

Sunrun Reports Third Quarter 2024 Financial Results Storage Capacity Installed of 336 Megawatt hours in Q3, exceeding high-end of guidance range and representing 92% year-over-year growth, as storage attachment rates reach 60% Solar Energy Capacity I

Exhibit 99.1 Sunrun Reports Third Quarter 2024 Financial Results Storage Capacity Installed of 336 Megawatt hours in Q3, exceeding high-end of guidance range and representing 92% year-over-year growth, as storage attachment rates reach 60% Solar Energy Capacity Installed of 230 Megawatts in Q3, at the high-end of prior guidance range, reaching 7.3 Gigawatts of Networked Solar Energy Capacity Cash

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant a

Regulation FD Disclosure, Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 28, 2024 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number

Sunrun Announces Appointment of John Trinta to its Board of Directors

Exhibit 99.1 Sunrun Announces Appointment of John Trinta to its Board of Directors SAN FRANCISCO, October 29, 2024 - Sunrun (Nasdaq: RUN), the nation’s leading provider of clean energy as a subscription service, today announced the appointment of John Trinta, former CEO of Deloitte Financial Advisory Services, as a member of the Company’s board of directors (the “Board”) and Audit Committee of the

RUN / Sunrun Inc. / BlackRock, Inc. Passive Investment

SC 13G/A 1 us86771w1053101824.txt us86771w1053101824.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 8) SUNRUN INC - (Name of Issuer) Common Stock - (Title of Class of Securities) 86771W105 - (CUSIP Number) September 30, 2024 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to des

Credit Agreement, dated as of April 20, 2021, by and among Sunrun Luna Portfolio 2021, LLC, as Borrower, Atlas Securitized Products Holdings, L.P., as Administrative Agent, Wells Fargo Bank, National Association, as Collateral Agent and Paying Agent, and the Lenders and Funding Agents party thereto from time to time, as amended by the Amendment to the Credit Agreement, dated as of May 5, 2021, the Second Amendment to Credit Agreement, dated as of October 8, 2021, the Third Amendment to Credit Agreement, dated as of March 23, 2022, Fourth Amendment to Credit Agreement and First Amendment to Amended and Restated Custodial Agreement, dated as of May 10, 2023, the Fifth Amendment to Credit Agreement and First Amendment to Transaction Management Agreement, dated as of December 27, 2023, the Sixth Amendment to the Credit Agreement, dated as of February 16, 2024, and the Seventh Amendment to the Credit Agreement, dated as of July 31, 2024.

Exhibit 10.1 Conformed Copy through Seventh Amendment Credit Agreement* dated as of April 20, 2021 among Sunrun Luna Portfolio 2021, LLC, as Borrower, Atlas Securitized Products Holdings, L.P., as Administrative Agent for the financial institutions that may from time to time become parties hereto as Lenders, Wells Fargo Bank, National Association, as Collateral Agent and as Paying Agent Lenders fr

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 31, 2024 Sunrun Inc. (Exact n

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 31, 2024 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (

Sunrun Reports Second Quarter 2024 Financial Results Cash Generation of $217 million in Q2, including working capital recovery Introducing Cash Generation guidance of $350 million to $600 million in 2025; reiterating Cash Generation guidance of $50 m

Exhibit 99.1 Sunrun Reports Second Quarter 2024 Financial Results Cash Generation of $217 million in Q2, including working capital recovery Introducing Cash Generation guidance of $350 million to $600 million in 2025; reiterating Cash Generation guidance of $50 million to $125 million in Q4 ($200 million to $500 million annualized) Storage Capacity Installed of 265 Megawatt hours in Q2, exceeding

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant as spe

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 18, 2024 Sunrun Inc. (Exact n

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 18, 2024 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a‑6(e)(2)) ☐ Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporati

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.) 600 California Street, Suite 1800 San Francisco, California 94108 (Address of principal

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant as sp

Sunrun Reports First Quarter 2024 Financial Results Exceeded high-end of Q1 guidance range for both Storage and Solar installations Storage Capacity Installed of 207 Megawatt hours in Q1, representing 192% year-over-year growth, as storage attachment

Exhibit 99.1 Sunrun Reports First Quarter 2024 Financial Results Exceeded high-end of Q1 guidance range for both Storage and Solar installations Storage Capacity Installed of 207 Megawatt hours in Q1, representing 192% year-over-year growth, as storage attachment rates reach 50% Solar Energy Capacity Installed of 177 Megawatts in Q1, reaching 6.9 Gigawatts of Networked Solar Energy Capacity Net Ea

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 8, 2024 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (IR

Sunrun Inc. Policy for Recoupment of Incentive Compensation, Amended and Restated as of October 26, 2023

Exhibit 10.3 SUNRUN INC. AMENDED AND RESTATED POLICY FOR RECOUPMENT OF INCENTIVE COMPENSATION (Effective January 1, 2020; Amended and Restated on October 26, 2023) 1.INTRODUCTION The Compensation Committee (the “Compensation Committee”) of the Board of Directors (the “Board”) of Sunrun Inc. (the “Company”) previously determined that it is in the best interests of the Company to adopt a policy (the

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy State

ARS

AnnualReport 2023 Liferunson cleanenergy.This communication contains forward-looking statements related to Sunrun (the “Company”) within the meaning of Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934 and the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, statements related to: the

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________ SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 ___________________________________

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 12, 2024 Sunrun Inc. (Exact

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 12, 2024 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number)

RUN / Sunrun Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv0023-sunruninc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 7)* Name of issuer: Sunrun Inc Title of Class of Securities: Common Stock CUSIP Number: 86771W105 Date of Event Which Requires Filing of this Statement: March 28, 2024 Check the appropriate box to designate the rule pursuant

Indenture, dated February 27, 2024, between Sunrun Inc. and Computershare Trust Company, National Association.

EX-4.1 Exhibit 4.1 SUNRUN INC. AND COMPUTERSHARE TRUST COMPANY, NATIONAL ASSOCIATION, as Trustee INDENTURE Dated as of February 27, 2024 4.00% Convertible Senior Notes due 2030 TABLE OF CONTENTS PAGE ARTICLE 1 DEFINITIONS Section 1.01. Definitions 3 Section 1.02. References to Interest. 13 ARTICLE 2 ISSUE, DESCRIPTION, EXECUTION, REGISTRATION AND EXCHANGE OF NOTES Section 2.01. Designation and Amo

Purchase Agreement, dated February 22, 2024, by and among Sunrun Inc., Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC, as representatives of the several initial purchasers named in Schedule I thereto.

Exhibit 10.1 $475,000,000 SUNRUN INC. 4.00% Convertible Senior Notes due 2030 PURCHASE AGREEMENT February 22, 2024 GOLDMAN SACHS & CO. LLC MORGAN STANLEY & CO. LLC As Representatives of the Several Purchasers, c/o Goldman Sachs & Co. LLC 200 West Street New York, New York 10282 c/o Morgan Stanley & Co. LLC 1585 Broadway, New York, New York 10036 Ladies and Gentlemen: 1. Introductory. Sunrun Inc.,

Form of Capped Call Confirmation.

Exhibit 10.2 To: Sunrun Inc. 225 Bush Street, Suite 1400 San Francisco, CA 94104 Attention: General Counsel Telephone No.: (415) 580-6900 From: [Dealer] Re: [Base][Additional] Capped Call Transaction Date: [], 2024 Dear Ladies and Gentlemen: The purpose of this communication (this “Confirmation”) is to set forth the terms and conditions of the above-referenced transaction entered into on the Trade

Entry into a Material Definitive Agreement

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 22, 2024 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Numbe

-2-

Exhibit 99.2 Sunrun Inc. Announces Pricing of Offering of $475 Million of Convertible Senior Notes SAN FRANCISCO, Calif. — (PRNewswire) – February 23, 2024 – Sunrun Inc. (Nasdaq: RUN) (“Sunrun”) today announced the pricing of $475 million aggregate principal amount of 4.00% convertible senior notes due 2030 (the “notes”) in a private placement to persons reasonably believed to be qualified institu

-2-

EX-99.1 Exhibit 99.1 Sunrun Inc. Announces Proposed Private Offering of $475 Million of Convertible Senior Notes SAN FRANCISCO, Calif. — (PRNewswire) – February 21, 2024 — Sunrun Inc. (Nasdaq: RUN) (“Sunrun”) today announced that it intends to offer, subject to market conditions and other factors, $475 million aggregate principal amount of convertible senior notes due 2030 (the “notes”) in a priva

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

+ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-37511 Sunrun Inc. (Exact name of Registrant as specif

Policy for Recoupment of Incentive Compensation

Exhibit 97.1 SUNRUN INC. AMENDED AND RESTATED POLICY FOR RECOUPMENT OF INCENTIVE COMPENSATION (Effective January 1, 2020; Amended on December 2, 2021) 1. INTRODUCTION The Compensation Committee (the “Compensation Committee”) of the Board of Directors (the “Board”) of Sunrun Inc. (the “Company”) has determined that it is in the best interests of the Company to adopt a policy (the “Policy”) providin

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 21, 2024 Sunrun Inc. (Exa

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 21, 2024 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Numbe

List of subsidiaries of the Registrant

Exhibit 21.1 Sunrun Inc. - List of Subsidiaries (as of December 31, 2023) Name of Subsidiary Jurisdiction of Organization AEE Solar, Inc. California Clean Energy Experts LLC California Sunrun Installation Services, Inc. Delaware Sunrun PR Operations LLC Puerto Rico Sunrun Solar Electrical Corporation New York Sunrun South LLC Delaware Vivint Solar, Inc. Delaware Vivint Solar Developer, LLC Delawar

Credit Agreement, dated as of January 24, 2022, by and among the Company, KeyBank National Association, as administrative agent, Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, as collateral agent, and each of the guarantors, lenders and arrangers identified on the signature pages thereto, and as amended by Amendment No. 1 to the Credit Agreement, dated as of March 8, 2022, as further amended by Amendment No. 2 to the Credit Agreement, dated as of November 2, 2022, and as further amended by Amendment No. 3 to the Credit Agreement, dated as of February 20, 2024.

ex1030-sunrunwcfxconform Exhibit 10.30 Incorporating Amendments No. 1, 2 & 3 modifications * All amendments made pursuant to Amendment No. 1 to the Credit Agreement, dated as of March 8, 2022, Amendment No. 2 to the Credit Agreement, dated as of November 2, 2022, and Amendment No. 3 to the Credit Agreement, dated as of February 20, 2024 (the “Third Amendment”), each among the parties hereto, are r

Amended and Restated Non-Employee Director Pay Policy, Amended July 28, 2023

Exhibit 10.21 Sunrun Inc. Amended and Restated Non‐Employee Director Pay Policy (Last Amended: July 26, 2023; Effective Date: October 1, 2023) The purpose of these Amended and Restated Non‐Employee Director Pay Policy (this “Policy”) is to summarize the compensation policies and programs that apply to non‐employee directors of Sunrun Inc. (“Sunrun” or the “Company”) who are not prohibited from rec

Credit Agreement, dated as of April 20, 2021, by and among Sunrun Luna Portfolio 2021, LLC, as Borrower, Atlas Securitized Products Holdings, L.P., as Administrative Agent, Wells Fargo Bank, National Association, as Collateral Agent and Paying Agent, and the Lenders and Funding Agents party thereto from time to time, as amended by the Amendment to the Credit Agreement, dated as of May 5, 2021, the Second Amendment to Credit Agreement, dated as of October 8, 2021, the Third Amendment to Credit Agreement, dated as of March 23, 2022, Fourth Amendment to Credit Agreement and First Amendment to Amended and Restated Custodial Agreement, dated as of May 10, 2023, the Fifth Amendment to Credit Agreement and First Amendment to Transaction Management Agreement, dated as of December 27, 2023, and the Sixth Amendment to the Credit Agreement, dated as of February 16, 2024.

ex1029-conformedlunaseni Exhibit 10.29 Conformed Copy through Sixth Amendment * All amendments made pursuant to the Amendment to Credit Agreement, dated as of May 5, 2021, the Second Amendment to Credit Agreement, dated as of October 8, 2021, the Third Amendment to Credit Agreement, dated as of March 23, 2022, and Fourth Amendment to Credit Agreement and First Amendment to Amended and Restated Cus

Sunrun Reports Fourth Quarter and Full Year 2023 Financial Results Storage Capacity Installed of 219.7 Megawatt hours in Q4, exceeding guidance range and representing 154% year-over-year growth Nationally, storage attachment rates hit 45% of installa

Exhibit 99.1 Sunrun Reports Fourth Quarter and Full Year 2023 Financial Results Storage Capacity Installed of 219.7 Megawatt hours in Q4, exceeding guidance range and representing 154% year-over-year growth Nationally, storage attachment rates hit 45% of installations in Q4; recent storage attachment rates have reached ~48% on new sales Solar Energy Capacity Installed of 227.1 Megawatts in Q4, rea

RUN / Sunrun Inc. / ORBIS INVESTMENT MANAGEMENT LTD - ORBIS INVESTMENT MANAGEMENT LIMITED Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Sunrun Inc. (Name of Issuer) Common Stock, $0.0001 par value (Title of Class of Securities) 86771W105 (CUSIP Number) December 31, 2023 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to whi

RUN / Sunrun Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv0129-sunruninc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 6)* Name of issuer: Sunrun Inc Title of Class of Securities: Common Stock CUSIP Number: 86771W105 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate the rule pursu

RUN / Sunrun Inc. / Grantham, Mayo, Van Otterloo & Co. LLC - GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC / SUNRUN INC -- SCHEDULE 13G Passive Investment

SC 13G 1 gmo-sch13g18792.htm GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC / SUNRUN INC - SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ) * Sunrun Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 86771W105 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of Th

RUN / Sunrun Inc. / BlackRock Inc. Passive Investment

SC 13G/A 1 us86771w1053012224.txt us86771w1053012224.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 7) SUNRUN INC - (Name of Issuer) Common Stock - (Title of Class of Securities) 86771W105 - (CUSIP Number) December 31, 2023 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to desi

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 1, 2023 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number

Sunrun Reports Third Quarter 2023 Financial Results 131% year-over-year growth in Storage Capacity Installed as storage attachment rates surge to 33% of installations; recent storage attachment rates exceeding 40% nationally on new sales Solar Energy

Exhibit 99.1 Sunrun Reports Third Quarter 2023 Financial Results 131% year-over-year growth in Storage Capacity Installed as storage attachment rates surge to 33% of installations; recent storage attachment rates exceeding 40% nationally on new sales Solar Energy Capacity Installed of 258.2 Megawatts in Q3, reaching 6.5 Gigawatts of Networked Solar Energy Capacity Net Subscriber Value of $11,030;

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant a

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 29, 2023 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 3, 2023 Sunrun Inc. (Exact

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 3, 2023 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number)

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 2, 2023 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number)

Credit Agreement, dated as of April 20, 2021, by and among Sunrun Luna Portfolio 2021, LLC, as Borrower, Atlas Securitized Products Holdings, L.P., as Administrative Agent, Wells Fargo Bank, National Association, as Collateral Agent and Paying Agent, and the Lenders and Funding Agents party thereto from time to time, as amended by the Amendment to the Credit Agreement, dated as of May 5, 2021, the Second Amendment to Credit Agreement, dated as of October 8, 2021, the Third Amendment to Credit Agreement, dated as of March 23, 2022, and Fourth Amendment to Credit Agreement and First Amendment to Amended and Restated Custodial Agreement, dated as of May 10, 2023

Exhibit 10.1 Conformed Copy through Fourth Amendment Credit Agreement* dated as of April 20, 2021 among Sunrun Luna Portfolio 2021, LLC, as Borrower, Atlas Securitized Products Holdings, L.P., as Administrative Agent for the financial institutions that may from time to time become parties hereto as Lenders, Wells Fargo Bank, National Association, as Collateral Agent and as Paying Agent Lenders fro

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant as spe

Sunrun Reports Second Quarter 2023 Financial Results Storage Capacity Installed of 103 Megawatt hours in Q2, 35% growth year-over-year, reaching 918 Megawatt hours of Networked Storage Capacity, as storage attachment rates surge to 18% of new install

Exhibit 99.1 Sunrun Reports Second Quarter 2023 Financial Results Storage Capacity Installed of 103 Megawatt hours in Q2, 35% growth year-over-year, reaching 918 Megawatt hours of Networked Storage Capacity, as storage attachment rates surge to 18% of new installations Recent backup storage attachment rates for new sales nearly double to over 30% nationally, driving higher Net Subscriber Value out

Bylaws of Sunrun Inc., Amended and Restated as of June 2, 2023.

Exhibit 3.4 AMENDED AND RESTATED BYLAWS OF SUNRUN INC. (as amended and restated on June 2, 2023) TABLE OF CONTENTS Page Article I - CORPORATE OFFICES 1 1.1 REGISTERED OFFICE 1 1.2 OTHER OFFICES 1 Article II - MEETINGS OF STOCKHOLDERS 1 2.1 PLACE OF MEETINGS 1 2.2 ANNUAL MEETING 1 2.3 SPECIAL MEETING 1 2.4 ADVANCE NOTICE PROCEDURES 2 2.5 NOTICE OF STOCKHOLDERS’ MEETINGS 8 2.6 QUORUM 9 2.7 ADJOURNED

Certificate of Amendment to Amended and Restated Certificate of Incorporation of Sunrun Inc.

Exhibit 3.2 CERTIFICATE OF AMENDMENT TO THE AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF SUNRUN INC. Sunrun Inc. (the “Corporation”), a corporation organized and existing under the laws of the State of Delaware, hereby certifies as follows: FIRST: The Corporation was originally incorporated under the name of SunRun Inc., and the original Certificate of Incorporation of the Corporation was

Certificate of Amendment to Amended and Restated Certificate of Incorporation of Sunrun Inc.

Exhibit 3.1 CERTIFICATE OF AMENDMENT TO THE AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF SUNRUN INC. Sunrun Inc. (the “Corporation”), a corporation organized and existing under the laws of the State of Delaware, hereby certifies as follows: FIRST: The Corporation was originally incorporated under the name of SunRun Inc., and the original Certificate of Incorporation of the Corporation was

Restated Certificate of Incorporation of Sunrun Inc.

SUNRUN INC. RESTATED CERTIFICATE OF INCORPORATION Sunrun Inc. (the “Corporation”), a corporation organized and existing under the laws of the State of Delaware, hereby certifies as follows: A.The Corporation was originally incorporated under the name of SunRun Inc., and the original Certificate of Incorporation of the Corporation was filed with the Secretary of State of the State of Delaware on Ju

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 1, 2023 Sunrun Inc. (Exact na

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 1, 2023 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (I

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT Sunrun Inc. (Exact name of registrant as specified in its charter)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.) 225 Bush Street, Suite 1400 San Francisco, California 94104 (Address of principal execu

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant as sp

Sunrun Reports First Quarter 2023 Financial Results Solar Energy Capacity Installed of 240 Megawatts, exceeding the high-end of guidance Net Subscriber Value of $12,000, exceeding guidance Sales activities growing over 30% year-over-year in Q1, with

Exhibit 99.1 Sunrun Reports First Quarter 2023 Financial Results Solar Energy Capacity Installed of 240 Megawatts, exceeding the high-end of guidance Net Subscriber Value of $12,000, exceeding guidance Sales activities growing over 30% year-over-year in Q1, with over 80% growth in California Launched Sunrun Shift™ offering in California, sales activities increasing significantly in recent weeks An

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 3, 2023 Sunrun Inc. (Exact nam

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 3, 2023 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (IR

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a‑6(e)(2)) ☐ Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy State

ARS

ANNUAL REPORT 2022Forward Looking Statements This communication contains forward-looking statements related to Sunrun (the “Company”) within the meaning of Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934 and the Private Securities Litigation Reform Act of 1995.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☒ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-37511 Sunrun Inc. (Exact name of Registrant as specifie

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 22, 2023 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Numbe

Amended and Restated Confirmatory Employment Letter by and between Lynn Jurich and Sunrun, Inc., dated February 22, 2023

Exhibit 10.2 February 22, 2023 Re: Amended and Restated Employment Agreement Dear Lynn, This letter agreement (“Agreement”) is entered into between you and Sunrun Inc. (“Company” or “we”), and serves as an amended and restated employment agreement between you and the Company. The purpose of this Agreement is to confirm the terms and conditions of your continued employment with the Company. Except

Sunrun Reports Fourth Quarter and Full Year 2022 Financial Results Net Subscriber Value expands significantly to $16,569, reaching the highest level reported in Sunrun’s history Over 25% year-over-year growth in Solar Energy Capacity Installed for bo

Exhibit 99.1 Sunrun Reports Fourth Quarter and Full Year 2022 Financial Results Net Subscriber Value expands significantly to $16,569, reaching the highest level reported in Sunrun’s history Over 25% year-over-year growth in Solar Energy Capacity Installed for both Q4 and for full year 2022 Customer interest at record-setting levels entering 2023 with January early-funnel sales activities growing

Credit Agreement, dated as of January 24, 2022, by and among the Company, KeyBank National Association, as administrative agent, Silicon Valley Bank, as collateral agent, and each of the guarantors, lenders and arrangers identified on the signature pages thereto, and as amended by Amendment No. 1 to the Credit Agreement, dated as of March 8, 2022, and as further amended by Amendment No. 2 to the Credit Agreement, dated as of November 2, 2022

Exhibit 10.36 CREDIT AGREEMENT* Dated as of January 24, 2022 among SUNRUN INC., as the Borrower, THE SUBSIDIARIES OF THE BORROWER PARTY HERETO, as the Guarantors, KEYBANK NATIONAL ASSOCIATION, as Administrative Agent, SILICON VALLEY BANK, as Collateral Agent THE LENDERS PARTY HERETO and KEYBANC CAPITAL MARKETS INC., as Coordinating Lead Arranger MUFG BANK, LTD., as Joint Lead Arranger KEYBANC CAPI

Amended and Restated Confirmatory Employment Letter by and between Edward Fenster and Sunrun, Inc., dated February 22, 2023

Exhibit 10.1 February 22, 2023 Re: Amended and Restated Employment Agreement Dear Edward, This letter agreement (“Agreement”) is entered into between you and Sunrun Inc. (“Company” or “we”), and serves as an amended and restated employment agreement between you and the Company. The purpose of this Agreement is to confirm the terms and conditions of your continued employment with the Company. Excep

List of subsidiaries of the Registrant

Exhibit 21.1 Sunrun Inc. - List of Subsidiaries (as of December 31, 2022) Name of Subsidiary Jurisdiction of Organization AEE Solar, Inc. California Clean Energy Experts LLC California Sunrun Installation Services, Inc. Delaware Sunrun PR Operations LLC Puerto Rico Sunrun Solar Electrical Corporation New York Sunrun South LLC Delaware Vivint Solar, Inc. Delaware Vivint Solar Developer, LLC Delawar

RUN / Sunrun Inc / ORBIS INVESTMENT MANAGEMENT LTD - ORBIS INVESTMENT MANAGEMENT LIMITED Passive Investment

SC 13G 1 run21423.htm ORBIS INVESTMENT MANAGEMENT LIMITED UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 Sunrun Inc. (Name of Issuer) Common Stock, $0.0001 par value (Title of Class of Securities) 86771W105 (CUSIP Number) December 31, 2022 (Date of Event which Requires Filing of this Statement) Check the appropriate bo

RUN / Sunrun Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv0119-sunruninc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 5)* Name of issuer: Sunrun Inc. Title of Class of Securities: Common Stock CUSIP Number: 86771W105 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule purs

RUN / Sunrun Inc / BlackRock Inc. Passive Investment

us86771w1053012723.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 6) SUNRUN INC - (Name of Issuer) Common Stock - (Title of Class of Securities) 86771W105 - (CUSIP Number) December 31, 2022 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which t

RUN / Sunrun Inc / BlackRock Inc. Passive Investment

SC 13G/A 1 us86771w1053012323.txt us86771w1053012323.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 6) SUNRUN INC - (Name of Issuer) Common Stock - (Title of Class of Securities) 86771W105 - (CUSIP Number) December 31, 2022 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to desi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant a

Sunrun Reports Third Quarter 2022 Financial Results Net Subscriber Value expands significantly to $13,259, exceeding guidance Net Earning Assets increased by $465 million from the prior quarter, now at $5.1 billion, including $956 million in Total Ca

Exhibit 99.1 Sunrun Reports Third Quarter 2022 Financial Results Net Subscriber Value expands significantly to $13,259, exceeding guidance Net Earning Assets increased by $465 million from the prior quarter, now at $5.1 billion, including $956 million in Total Cash Customer Additions of 35,760 in Q3, bringing total Customers to 759,937, 21% year-over-year growth in Customers 17% year-over-year gro

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 2, 2022 Sunrun Inc. (Exac

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 2, 2022 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number

Sunrun Reports Second Quarter 2022 Financial Results Surging demand drives all-time record sales activity week in July 33% year-over-year growth in Solar Energy Capacity Installed in Q2 Customer Additions of 34,403 in Q2, bringing total Customers to

Exhibit 99.1 Sunrun Reports Second Quarter 2022 Financial Results Surging demand drives all-time record sales activity week in July 33% year-over-year growth in Solar Energy Capacity Installed in Q2 Customer Additions of 34,403 in Q2, bringing total Customers to 724,177, 21% year-over-year growth in Customers Guidance reiterated for full year, including rapid growth and expanding Net Subscriber Va

Consulting Agreement by and between Sunrun Inc. and

Exhibit 10.1 CONSULTING AGREEMENT This Consulting Agreement (?Agreement?) is made and entered into as of May 4, 2022, by and between Sunrun Inc., inclusive of its subsidiaries and affiliates (collectively "Sunrun" or the ?Company?), and Tom vonReichbauer (?Consultant?) (collectively the ?Parties?). Sunrun desires to retain Consultant to continue to perform transition and consulting services for th

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant as spe

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 3, 2022 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number)

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 2, 2022 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (I

LETTER

United States securities and exchange commission logo May 4, 2022 Jeanna Steele General Counsel and Corporate Secretary Sunrun Inc.

Employment Agreement by and between Danny Abajian and Sunrun Inc., dated April 28, 2022

Exhibit 10.1 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (the ?Agreement?) is entered into as of April 28, 2022 (the ?Effective Date?) by and between Sunrun Inc. (the ?Company?), and Danny Abajian (?Executive?) (collectively the ?Parties?). NOW, THEREFORE, in consideration of the promises and mutual covenants contained herein, the parties agree as follows: 1.Employment Period. Executive?s emplo

Third Amendment to the Credit Agreement, dated as of March 23, 2022, among Sunrun Luna Portfolio 2021, LLC, Credit Suisse AG, New York Branch (as administrative agent) and each of the lenders and funding agents identified on the signature pages thereto.

Exhibit 10.3 Execution Copy THIRD AMENDMENT TO CREDIT AGREEMENT This THIRD AMENDMENT TO CREDIT AGREEMENT (this ?Amendment?), is dated as of March 23, 2022 (the ?Effective Date?), by and among SUNRUN LUNA PORTFOLIO 2021, LLC, a Delaware limited liability company, as borrower (the ?Borrower?), CREDIT SUISSE AG, NEW YORK BRANCH (in such capacity, the ?Administrative Agent?), the Funding Agents party

Form of Indenture.

Exhibit 4.4 SUNRUN INC., Issuer AND [TRUSTEE], Trustee INDENTURE Dated as of [], 20 Debt Securities TABLE OF CONTENTS PAGE ARTICLE 1 DEFINITIONS 1 Section 1.01 Definitions of Terms 1 ARTICLE 2 ISSUE, DESCRIPTION, TERMS, EXECUTION, REGISTRATION AND EXCHANGE OF SECURITIES 5 Section 2.01 Designation and Terms of Securities 5 Section 2.02 Form of Securities and Trustee?s Certificate 8 Section 2.03 Den

Filing Fee Table

EX-FILING FEES 2 exhibit107-filingfeetables.htm EX-FILING FEES Exhibit 107 i Calculation of Filing Fee Tables Form S-3ASR (Form Type) Sunrun Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Pri

Form of Debt Securities Warrant Agreement and Warrant Certificate.

Exhibit 4.8 SUNRUN INC. and , As Warrant Agent Form of Debt Securities Warrant Agreement Dated As Of SUNRUN INC. FORM OF DEBT SECURITIES WARRANT AGREEMENT This Debt Securities Warrant Agreement (this ?Agreement?), dated as of [?], between Sunrun Inc., a Delaware corporation (the ?Company?), and [?], a [corporation] [national banking association] organized and existing under the laws of [?] and hav

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-3 REGISTRATION STATEMENT THE SECURITIES ACT OF 1933 Sunrun Inc. (Exact name of registrant as specified in its charter)

As filed with the Securities and Exchange Commission on May 4, 2022. Registration No. 333- i UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-3 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 26-2841711 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Ide

Form of Preferred Stock Warrant Agreement and Warrant Certificate.

Exhibit 4.7 SUNRUN INC. and , As Warrant Agent Form of Preferred Stock Warrant Agreement Dated As Of SUNRUN INC. FORM OF PREFERRED STOCK WARRANT AGREEMENT This Preferred Stock Warrant Agreement (this ?Agreement?), dated as of [?], between Sunrun Inc., a Delaware corporation (the ?Company?), and [?], a [corporation] [national banking association] organized and existing under the laws of [?] and hav

Form of Common Stock Warrant Agreement and Warrant Certificate.

Exhibit 4.6 SUNRUN INC. and , As Warrant Agent Form of Common Stock Warrant Agreement Dated As Of SUNRUN INC. FORM OF COMMON STOCK WARRANT AGREEMENT This Common Stock Warrant Agreement (this ?Agreement?), dated as of [?], between Sunrun Inc. a Delaware corporation (the ?Company?), and [?], a [corporation] [national banking association] organized and existing under the laws of [?] and having a corp

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant as sp

Credit Agreement, dated as of January 24, 2022, by and among the Company, KeyBank National Association, as administrative agent, Silicon Valley Bank, as collateral agent, and each of the guarantors, lenders and arrangers identified on the signature pages thereto, and as amended by Amendment No. 1 to the Credit Agreement, dated as of March 8, 2022

Exhibit 10.2 Incorporating Amendment No. 1 modifications EXECUTION VERSION CREDIT AGREEMENT* Dated as of January 24, 2022 among SUNRUN INC., as the Borrower, THE SUBSIDIARIES OF THE BORROWER PARTY HERETO, as the Guarantors, KEYBANK NATIONAL ASSOCIATION, as Administrative Agent, SILICON VALLEY BANK, as Collateral Agent THE LENDERS PARTY HERETO and KEYBANC CAPITAL MARKETS INC., as Coordinating Lead

Sunrun Reports First Quarter 2022 Financial Results 27% growth in Solar Energy Capacity Installed in Q1, exceeding guidance Strong customer order trends, increasing 39% year-over-year Customer Additions of 29,463 in Q1, bringing total Customers to 68

Exhibit 99.1 Sunrun Reports First Quarter 2022 Financial Results 27% growth in Solar Energy Capacity Installed in Q1, exceeding guidance Strong customer order trends, increasing 39% year-over-year Customer Additions of 29,463 in Q1, bringing total Customers to 689,774, 20% year-over-year growth in Customers Increasing full-year guidance to over 25% growth in Solar Energy Capacity Installed Annual

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 28, 2022 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number)

Cooley LLP 3175 Hanover Street Palo Alto, CA 94304-1130 t: (650) 843-5000 f: (650) 849-7400 cooley.com

Calise Cheng T: +1 650 843 5172 [email protected] April 29, 2022 Via EDGAR and FedEx Ms. Effie Simpson Ms. Claire Erlanger United States Securities and Exchange Commission Division of Corporation Finance Office of Manufacturing 100 F Street, NE Washington, DC 20549 Re: Sunrun Inc. Form 10-K for the fiscal year ended December 31, 2021, filed February 17, 2022 Form 8-K Furnished February 17, 2022 Fi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934

DEFA14A 1 sunrunproxy2022-notice.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted

LETTER

United States securities and exchange commission logo April 18, 2022 Jeanna Steele General Counsel and Corporate Secretary Sunrun Inc.

Cooley LLP 3175 Hanover Street Palo Alto, CA 94304-1130 t: (650) 843-5000 f: (650) 849-7400 cooley.com

CORRESP 1 filename1.htm Calise Cheng T: +1 650 843 5172 [email protected] April 12, 2022 Via EDGAR and FedEx Ms. Effie Simpson Ms. Claire Erlanger United States Securities and Exchange Commission Division of Corporation Finance Office of Manufacturing 100 F Street, NE Washington, DC 20549 Re: Sunrun Inc. Form 10-K for the fiscal year ended December 31, 2021, filed February 17, 2022 Form 8-K Furnis

LETTER

United States securities and exchange commission logo March 29, 2022 Jeanna Steele General Counsel and Corporate Secretary Sunrun Inc.

RUN / Sunrun Inc / BlackRock Inc. Passive Investment

us86771w1053031122.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 5) SUNRUN INC - (Name of Issuer) Common Stock - (Title of Class of Securities) 86771W105 - (CUSIP Number) December 31, 2021 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which t

Description of Capital Stock

Exhibit 4.5 DESCRIPTION OF CAPITAL STOCK General The following is a summary of the rights of our common stock and preferred stock and certain provisions of our amended and restated certificate of incorporation and amended and restated bylaws. This summary does not purport to be complete and is qualified in its entirety by the provisions of our amended and restated certificate of incorporation, ame

List of subsidiaries of the Registrant

Exhibit 21.1 Subsidiaries of Sunrun Inc.* Name of Subsidiary Jurisdiction of Organization AEE Solar, Inc. California Clean Energy Experts LLC California Corinthian Energy III, LLC Delaware Kina?ole HK Solar Partners, LLC Hawaii Kina?ole Hawaii Kai Solar, LLC Delaware Residential Solar Holding, LLC Delaware Residential Solar II, LLC Delaware SR Lease Co II, LLC Delaware Sunrun Athena Depositor 2018

Executive Employment Agreement between Sunrun Inc. and Jeanna Steele, dated November 30, 2021

Exhibit 10.20 EXECUTIVE EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (the ?Agreement?) is entered into as of November 30, 2021 (the ?Effective Date?) by and between Sunrun Inc. (the ?Company?), and Jeanna Steele (?Executive?) (collectively the ?Parties?). NOW, THEREFORE, in consideration of the promises and mutual covenants contained herein, the parties agree as follows: 1.Employment Period. Exe

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-37511 Sunrun Inc. (Exact name of Registrant as specifie

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 17, 2022 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Numbe

Employment Agreement between Sunrun Inc. and Paul Dickson, dated December 3, 2021

Exhibit 10.21 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (the ?Agreement?) is entered into as of December 3, 2021 (the ?Effective Date?) by and between Sunrun Inc. (the ?Company?), and Paul Dickson (?Executive?) (collectively the ?Parties?). NOW, THEREFORE, in consideration of the promises and mutual covenants contained herein, the parties agree as follows: 1.Employment Period. Executive?s emp

Sunrun Reports Fourth Quarter and Full Year 2021 Financial Results 31% growth in Solar Energy Capacity Installed in 2021, exceeding guidance and reflecting the highest growth rate in five years at nearly three times the operating scale Strong custome

Exhibit 99.1 Sunrun Reports Fourth Quarter and Full Year 2021 Financial Results 31% growth in Solar Energy Capacity Installed in 2021, exceeding guidance and reflecting the highest growth rate in five years at nearly three times the operating scale Strong customer order trends, leading to backlog growth of 57% for full-year 2021 Customer Additions of 29,870 in Q4, bringing total Customers to 660,3

Second Amendment to Credit Agreement, dated as of November 30, 2021, among Sunrun Scorpio Portfolio 2017-A, LLC, as Borrower, Keybank National Association, as Administrative Agent, Keybank National Association, as LC Issuer, and each of the additional lenders identified on the signature page thereto

[***] = Certain information contained in this document, marked by brackets, has been omitted because it is both not material and would be competitively harmful if publicly disclosed.

Amended and Restated Non-Employee Director Pay Policy, Amended December 23, 2021

Exhibit 10.24 Amended and Restated Non?Employee Director Pay Policy (Last Amended: December 23, 2021) The purpose of these Amended and Restated Non?Employee Director Pay Policy (this ?Policy?) is to summarize the compensation policies and programs that apply to non?employee directors of Sunrun, Inc. (?Sunrun? or the ?Company?) who are not prohibited from receiving compensation from Sunrun under an

RUN / Sunrun Inc / COATUE MANAGEMENT LLC Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.

RUN / Sunrun Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 4)* Name of issuer: Sunrun Inc. Title of Class of Securities: Common Stock CUSIP Number: 86771W105 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ??Rule 13

RUN / Sunrun Inc / FMR LLC Passive Investment

SCHEDULE 13G Amendment No. 9 SUNRUN INC COMMON STOCK Cusip #86771W105 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #86771W105 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 824,736 Item 6: 0 Item 7: 7,780,110 Item 8: 0 Item 9: 7,780,110 Item 11: 3.758% Item

RUN / Sunrun Inc / BlackRock Inc. Passive Investment

us86771w1053020822.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: ) SUNRUN INC - (Name of Issuer) Common Stock - (Title of Class of Securities) 86771W105 - (CUSIP Number) December 31, 2021 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which th

Regulation FD Disclosure, Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 25, 2022 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Numbe

January 25, 2022

Exhibit 99.1 January 25, 2022 Sunrun Replaces $250 Million Recourse Lending Facility with New Upsized $425 Million Facility to Support Continued Growth at Enhanced Terms Cost of new facility unchanged while the asset borrowing base expanded, improving financing terms for inventory and project backlogs, supporting scale of combined company and continued growth trajectory SAN FRANCISCO, Jan. 25, 202

Credit Agreement, dated as of January 24, 2022, by and among the Company, KeyBank National Association, as administrative agent, Silicon Valley Bank, as collateral agent, and each of the guarantors, lenders and arrangers identified on the signature pages thereto

[***] = Certain information contained in this document, marked by brackets, has been omitted because it is both not material and would be competitively harmful if publicly disclosed.

RUN / Sunrun Inc / FMR LLC Passive Investment

SCHEDULE 13G Amendment No. 8 SUNRUN INC COMMON STOCK Cusip #86771W105 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #86771W105 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 2,308,761 Item 6: 0 Item 7: 18,973,790 Item 8: 0 Item 9: 18,973,790 Item 11: 9.165% I

Separation Agreement by and between Christopher Dawson and Sunrun, Inc., dated December 31, 2021

Exhibit 10.1 SEPARATION AND GENERAL RELEASE AGREEMENT This Separation and General Release Agreement (?Agreement?) is made effective as of the ?Effective Date? (as defined below) by and between Sunrun Inc., inclusive of its subsidiaries and affiliates (including but not limited to Vivint Solar, Inc. and Vivint Solar Developers, LLC) (for purposes of this Agreement collectively referred to as the ?C

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 6, 2022 (December 31, 2021) Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Com

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 4, 2022 (January 1, 2022) Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commi

Sunrun Announces Appointment of Manjula Talreja to its Board of Directors

Sunrun Announces Appointment of Manjula Talreja to its Board of Directors SAN FRANCISCO, January 4, 2022 (GLOBE NEWSWIRE) - Sunrun (Nasdaq: RUN), the nation?s leading home solar, battery storage, and energy services provider, today announced the appointment of Manjula Talreja, Chief Customer Officer of PagerDuty, Inc.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 2, 2021 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 4, 2021 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant a

Second Amendment to the Credit Agreement, dated as of October 8, 2021, among Sunrun Luna Portfolio 2021, LLC, Credit Suisse AG, New York Branch (as administrative agent) and each of the lenders and funding agents identified on the signature pages thereto.

[***] = Certain information contained in this document, marked by brackets, has been omitted because it is both not material and would be competitively harmful if publicly disclosed.

Sunrun Reports Third Quarter 2021 Financial Results Customer Additions of 30,698 in Q3, Bringing Total Customers to 630,441, 20% year-over-year growth in Customers pro-forma for Vivint Solar Net Subscriber Value of $7,605 in Q3, an increase of $2,031

Exhibit 99.1 Sunrun Reports Third Quarter 2021 Financial Results Customer Additions of 30,698 in Q3, Bringing Total Customers to 630,441, 20% year-over-year growth in Customers pro-forma for Vivint Solar Net Subscriber Value of $7,605 in Q3, an increase of $2,031 from Q2 Annual Recurring Revenue of $787 Million with Average Contract Life Remaining of 17.3 years Net Earning Assets of $4.5 billion,

Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 8, 2021 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number)

CT ORDER

Amendment to Confirmatory Employment Letter between Sunrun Inc. and Lynn Jurich, dated August 5, 2021

Exhibit 10.1 AMENDMENT TO CONFIRMATORY EMPLOYMENT LETTER This AMENDMENT TO CONFIRMATORY EMPLOYMENT LETTER (?Amendment?), is made by and between Sunrun Inc., inclusive of its subsidiaries and affiliates (the ?Company?) and Lynn Jurich (?Executive?) (collectively the ?Parties?), entered into as of August 5, 2021, to go into effect as of August 31, 2021 (the ?Effective Date?). WHEREAS, Executive and

Press Release, dated August 5, 2021, issued by Sunrun Inc.

Exhibit 99.1 Sunrun Announces Co-Founder and CEO Lynn Jurich to Transition to Executive Co-Chair of the Board; Mary Powell to Become Company?s Next CEO SAN FRANCISCO, August 5, 2021 ? Sunrun Inc. (NASDAQ: RUN), the nation?s leading provider of residential solar, storage and energy services, today announced that Mary Powell, a Sunrun Director and former President and CEO of Green Mountain Power, wi

As filed with the Securities and Exchange Commission on August 5, 2021

As filed with the Securities and Exchange Commission on August 5, 2021 Registration No.

Employment Agreement by and between Mary Powell and Sunrun, Inc., dated August 5, 2021

Exhibit 10.2 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (the ?Agreement?) is entered into as of August 5, 2021 by and between Sunrun Inc. (the ?Company?), and Mary Powell (?Executive?) (collectively the ?Parties?), to go into effect with respect to Executive?s role as an employee of the Company on August 5, 2021 and with respect to Executive?s appointment as the Company?s Chief Executive Offic

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant as spe

Sunrun Announces Co-Founder and CEO Lynn Jurich to Transition to Executive Co-Chair of the Board; Mary Powell to Become Company’s Next CEO

Exhibit 99.1 Sunrun Announces Co-Founder and CEO Lynn Jurich to Transition to Executive Co-Chair of the Board; Mary Powell to Become Company?s Next CEO SAN FRANCISCO, August 5, 2021 ? Sunrun Inc. (NASDAQ: RUN), the nation?s leading provider of residential solar, storage and energy services, today announced that Mary Powell, a Sunrun Director and former President and CEO of Green Mountain Power, wi

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 5, 2021 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number)

1, among Sunrun Luna Portfolio 2021, LLC, Credit Suisse AG, New York Branch (as administrative agent) and each of the lenders and funding agents identified on the signature pages thereto

[***] = Certain information contained in this document, marked by brackets, has been omitted because it is both not material and would be competitively harmful if publicly disclosed.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 5, 2021 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number)

Sunrun-VSI 2014 Equity Incentive Plan, and the forms thereunder

Exhibit 10.1 SUNRUN-VSI 2014 EQUITY INCENTIVE PLAN 1. Purposes of the Plan. 1 2. Shares Subject to the Plan. 1 3. Administration of the Plan. 2 4. Stock Options. 4 5. Restricted Stock. 6 6. Restricted Stock Units. 7 7. Stock Appreciation Rights. 7 8. Performance Stock Units and Performance Shares. 8 9. Performance Awards. 9 10. Outside Director Limitations. 9 11. Leaves of Absence/Transfer Between

Sunrun Reports Second Quarter 2021 Financial Results Customer Additions of 26,110 in Q2, Bringing Total Customers to 599,743, 19% year-over-year growth in Customers pro-forma for Vivint Solar Increasing Full-Year Growth Guidance to 30% Customer order

Exhibit 99.1 Sunrun Reports Second Quarter 2021 Financial Results Customer Additions of 26,110 in Q2, Bringing Total Customers to 599,743, 19% year-over-year growth in Customers pro-forma for Vivint Solar Increasing Full-Year Growth Guidance to 30% Customer orders accelerated in Q2, increasing more than 25% quarter-over-quarter Annual Recurring Revenue of $747 Million with Average Contract Life Re

Credit Agreement, dated as of April 20, 2021, among Sunrun Luna Portfolio 2021, LLC, Credit Suisse AG, New York Branch (as administrative agent), Wells Fargo Bank, National Association (as collateral agent and as paying agent) and each of the lenders and funding agents identified on the signature pages thereto

[***] = Certain information contained in this document, marked by brackets, has been omitted because it is both not material and would be competitively harmful if publicly disclosed.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 5, 2021 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number)

Amendment to Confirmatory Employment Letter by and between Lynn Jurich and Sunrun, Inc., dated August 5, 2021

Exhibit 10.1 AMENDMENT TO CONFIRMATORY EMPLOYMENT LETTER This AMENDMENT TO CONFIRMATORY EMPLOYMENT LETTER (?Amendment?), is made by and between Sunrun Inc., inclusive of its subsidiaries and affiliates (the ?Company?) and Lynn Jurich (?Executive?) (collectively the ?Parties?), entered into as of August 5, 2021, to go into effect as of August 31, 2021 (the ?Effective Date?). WHEREAS, Executive and

Employment Agreement between Sunrun Inc. and Mary Powell, dated August 31, 2021

Exhibit 10.2 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (the ?Agreement?) is entered into as of August 5, 2021 by and between Sunrun Inc. (the ?Company?), and Mary Powell (?Executive?) (collectively the ?Parties?), to go into effect with respect to Executive?s role as an employee of the Company on August 5, 2021 and with respect to Executive?s appointment as the Company?s Chief Executive Offic

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 3, 2021 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (I

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 6, 2021 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (I

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934

DEFA14A 1 defa14a-arbitration4.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State

Consent and Eleventh Amendment to Second Amended and Restated Credit Agreement and Eleventh Amendment to Amended and Restated Cash Diversion and Commitment Fee Guaranty dated as of March 25, 2021, among Sunrun Hera Portfolio 2015-A, LLC, the Company, Silicon Valley Bank (as administrative agent and as lender), ING Capital LLC (as issuing bank) and each of the additional lenders identified on the signature pages thereto.

EX-10.3 2 ex103-heratlax11thamendmen.htm EX-10.3 [***] = Certain information contained in this document, marked by brackets, has been omitted because it is both not material and would be competitively harmful if publicly disclosed. Exhibit 10.3 CONSENT AND ELEVENTH AMENDMENT TO SECOND AMENDED AND RESTATED CREDIT AGREEMENT AND ELEVENTH AMENDMENT TO AMENDED AND RESTATED CASH DIVERSION AND COMMITMENT

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 5, 2021 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (IR

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant as sp

Sunrun Reports First Quarter 2021 Financial Results Customer Additions of 23,556 in Q1, Bringing Total Customers to over 573,000, 18% year-over-year growth in Customers pro-forma for Vivint Solar Increasing Full-Year Growth Guidance to 25% to 30% Net

Exhibit 99.1 Sunrun Reports First Quarter 2021 Financial Results Customer Additions of 23,556 in Q1, Bringing Total Customers to over 573,000, 18% year-over-year growth in Customers pro-forma for Vivint Solar Increasing Full-Year Growth Guidance to 25% to 30% Net Subscriber Value of $8,197 resulting in Total Value Generated of $165 million during Q1 Annual Recurring Revenue of $683 Million with Av

Amendment No. 2 to the Second Amended and Restated Credit Agreement among the Company, AEE Solar, Inc., Sunrun South LLC, Sunrun Installation Services Inc., Clean Energy Experts, LLC, each of the lenders party thereto and Keybank National Association (as administrative agent and lender), dated as of March 5, 2021

Exhibit 10.4 Execution Version AMENDMENT NO. 2 TO THE SECOND AMENDED AND RESTATED CREDIT AGREEMENT THIS AMENDMENT NO. 2 TO THE second amended and restated CREDIT AGREEMENT, dated as of March 5, 2021 (this ?Amendment?), is entered into by and among SUNRUN INC., a Delaware corporation (?Sunrun?), AEE SOLAR, INC., a California corporation (?AEE Solar?), SUNRUN SOUTH LLC, a Delaware limited liability

-

PX14A6G 1 g430211px14a6g.htm Sunrun Exempt Solicitation Notice of Exempt Solicitation (Voluntary Submission) Pursuant to Rule 14a-103 Name of the Registrant: Sunrun, Inc. Name of persons relying on exemption: Nia Impact Capital Address of persons relying on exemption: 1212 Preservation Parkway, Suite 200, Oakland, California 94612 Written materials are submitted pursuant to Rule 14a-6(g)(1) promul

Entry into a Material Definitive Agreement

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 20, 2021 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number)

- DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a?6(e)(2)) ? Definitive Proxy State

- DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy State

- DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a?6(e)(2)) ? Definitive Proxy State

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 8, 2021 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number) (

Offer Letter between David Bywater and Sunrun Inc., dated as of July 6, 2020

Exhibit 10.21 July 6, 2020 David Bywater VIA EMAIL Dear David, Sunrun Inc. (the ?Company?) is pleased to offer you the exempt position of Chief Executive Officer, Vivint Solar, Inc., reporting solely and directly to our Chief Executive Officer, Lynn Jurich. This position is located in Salt Lake City, Utah. This offer of employment is contingent upon the closing of the merger between Vivint Solar,

Second Amended and Restated Credit Agreement among the Company, AEE Solar, Inc., Sunrun South LLC, Sunrun Installation Services Inc., Clean Energy Experts, LLC, each of the lenders party thereto, Silicon Valley Bank (as collateral agent and lender) and Keybank National Association (as administrative agent and lender), dated as of October 5, 2020, and as amended by Amendment No. 1 to the Second Amended and Restated Credit Agreement, dated as of January 25, 2021

Exhibit 10.44 SECOND AMENDED AND RESTATED CREDIT AGREEMENT* Dated as of October 5, 2020 among SUNRUN INC., AEE SOLAR, INC., SUNRUN SOUTH LLC and SUNRUN INSTALLATION SERVICES INC. as the Borrowers, THE SUBSIDIARIES OF THE BORROWERS PARTY HERETO, as the Guarantors, KEYBANK NATIONAL ASSOCIATION, as Administrative Agent, SILICON VALLEY BANK, as Collateral Agent THE LENDERS PARTY HERETO and KEYBANC CAP

Sunrun Reports Fourth Quarter and Full Year 2020 Financial Results Customer Additions of Approximately 23,500 in Q4, Bringing Total Customers to over 550,000, 18% year-over-year growth in Customers pro-forma for Vivint Solar Net Subscriber Value of $

Exhibit 99.1 Sunrun Reports Fourth Quarter and Full Year 2020 Financial Results Customer Additions of Approximately 23,500 in Q4, Bringing Total Customers to over 550,000, 18% year-over-year growth in Customers pro-forma for Vivint Solar Net Subscriber Value of $9,051 resulting in Total Value Generated of $170 million during Q4 Annual Recurring Revenue of $668 Million with Average Contract Life Re

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 25, 2021 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Numbe

Description of Capital Stock

Exhibit 4.5 DESCRIPTION OF CAPITAL STOCK General The following is a summary of the rights of our common stock and preferred stock and certain provisions of our amended and restated certificate of incorporation and amended and restated bylaws. This summary does not purport to be complete and is qualified in its entirety by the provisions of our amended and restated certificate of incorporation, ame

List of subsidiaries of the Registrant

EXHIBIT 21.1 Subsidiaries of Sunrun Inc. Name of Subsidiary Jurisdiction of Organization AEE Solar, Inc. California Clean Energy Experts LLC California Sunrun Installation Services, Inc. Delaware Sunrun PR Operations LLC Puerto Rico Sunrun Solar Electrical Corporation New York Sunrun South LLC Delaware Vivint Solar, Inc. Delaware - - Kina'ole Hawaii Kai Solar, LLC Delaware Kina'ole HK Solar Partne

Annual Report - 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-37511 Sunrun Inc. (Exact name of Registrant as specifie

Consent and Tenth Amendment to Second Amended and Restated Credit Agreement and Tenth Amendment to Amended and Restated Cash Diversion and Commitment Fee Guaranty dated as of November 23, 2020, among Sunrun Hera Portfolio 2015-A, the Company, Investec Bank Plc (as administrative agent, issuing bank and as lender), and each of the additional lenders identified on the signature pages thereto

EX-10.45 5 ex1045-herax10thamendmentt.htm EX-10.45 [***] = Certain information contained in this document, marked by brackets, has been omitted because it is both not material and would be competitively harmful if publicly disclosed. Exhibit 10.45 CONSENT AND TENTH AMENDMENT TO SECOND AMENDED AND RESTATED CREDIT AGREEMENT AND TENTH AMENDMENT TO AMENDED AND RESTATED CASH DIVERSION AND COMMITMENT FE

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)*

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Sunrun Inc. (Name of Issuer) Common Stock, par value $0.0001 per share (Title of Class of Securities) (C

SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Sunrun Inc. (Name of Issuer) Common Stock, par value $0.0001 per share (Title of Class of Securities) 86771W105 (CUSIP Number) December 31, 2020 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the r

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)*

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 3)*

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 3)* Name of issuer: Sunrun Inc. Title of Class of Securities: Common Stock CUSIP Number: 86771W105 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule 13

SC 13G/A

SC 13G/A 1 filing.txt SCHEDULE 13G Amendment No. 7 SUNRUN INC COMMON STOCK Cusip #86771W105 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #86771W105 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 9,889,360 Item 6: 0 Item 7: 29,629,547 Item 8: 0 Item 9: 29,629

Indenture, dated January 28, 2021, between Sunrun Inc. and Wells Fargo Bank, National Association

EX-4.1 Exhibit 4.1 SUNRUN INC. AND WELLS FARGO BANK, NATIONAL ASSOCIATION, as Trustee INDENTURE Dated as of January 28, 2021 0% Convertible Senior Notes due 2026 TABLE OF CONTENTS PAGE ARTICLE 1 DEFINITIONS Section 1.01. Definitions 1 Section 1.02. References to Interest 13 ARTICLE 2 ISSUE, DESCRIPTION, EXECUTION, REGISTRATION AND EXCHANGE OF NOTES Section 2.01. Designation and Amount 13 Section 2

Form of Capped Call Confirmation

EX-10.2 Exhibit 10.2 To: Sunrun Inc. 225 Bush Street, Suite 1400 San Francisco, CA 94104 Attention: [] Telephone No.: (415) 580-6900 From: [Dealer] Re: [Base][Additional] Capped Call Transaction Date: January [ ], 2021 Dear Ladies and Gentlemen: The purpose of this communication (this “Confirmation”) is to set forth the terms and conditions of the above-referenced transaction entered into on the T

Entry into a Material Definitive Agreement, Unregistered Sales of Equity Securities, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant, Other Events - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 25, 2021 Sunrun Inc. (Exact name of registrant as specified in Its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number

Purchase Agreement, dated January 25, 2021, by and among Sunrun Inc. Credit Suisse Securities (USA) LLC and Morgan Stanley & Co. LLC, as representatives of the several initial purchasers named in Schedule I thereto

EX-10.1 Exhibit 10.1 $350,000,000 SUNRUN INC. 0% Convertible Senior Notes due 2026 PURCHASE AGREEMENT January 25, 2021 CREDIT SUISSE SECURITIES (USA) LLC MORGAN STANLEY & CO. LLC As Representatives of the Several Purchasers, c/o Credit Suisse Securities (USA) LLC Eleven Madison Avenue, New York, New York 10010-3629 c/o Morgan Stanley & Co. LLC 1585 Broadway, New York, New York 10036 Ladies and Gen

-2-

EX-99.1 Exhibit 99.1 Sunrun Inc. Announces Pricing of Offering of $350 Million of Convertible Senior Notes with 50% Conversion Premium SAN FRANCISCO, Calif. — (BUSINESS WIRE) – January 25, 2021 – Sunrun Inc. (Nasdaq: RUN) (“Sunrun”) today announced the pricing of $350 million aggregate principal amount of 0% convertible senior notes due 2026 (the “notes”) in a private placement to qualified instit

SC 13G/A

us86771w1053012621.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 4) SUNRUN INC - (Name of Issuer) Common Stock - (Title of Class of Securities) 86771W105 - (CUSIP Number) December 31, 2020 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which t

Sunrun Announces Preliminary Fourth Quarter 2020 Results

EX-99.1 Exhibit 99.1 Sunrun Announces Preliminary Fourth Quarter 2020 Results SAN FRANCISCO, January 25, 2021 — Sunrun (Nasdaq: RUN), the nation’s leading provider of residential solar, storage and energy services, today announced select, preliminary and unaudited financial results and operating metrics for the fourth quarter ended December 31, 2020. • In the fourth quarter of 2020, Megawatts Depl

Sunrun Inc. Announces Proposed Private Offering of $350 Million of Convertible Senior Notes

EX-99.2 Exhibit 99.2 Sunrun Inc. Announces Proposed Private Offering of $350 Million of Convertible Senior Notes SAN FRANCISCO, Calif. — (BUSINESS WIRE) — January 25, 2021 — Sunrun Inc. (Nasdaq: RUN) (“Sunrun”) today announced that it intends to offer, subject to market conditions and other factors, $350 million aggregate principal amount of convertible senior notes due 2026 (the “notes”) in a pri

RISK FACTORS Selected Risks Affecting Our Business

EX-99.3 Exhibit 99.3 RISK FACTORS Selected Risks Affecting Our Business Selected Risks Related to the Impacts of COVID-19 • The COVID-19 pandemic has had and could continue to have an adverse impact on our business, operations and the markets and communities in which we operate. Efforts to mitigate or contain the pandemic and the resulting weakened economic conditions may disrupt and adversely aff

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 25, 2021 Sunrun Inc. (Exact name of registrant as specified in Its charter) Delaware 001-37511 26-2841711 (State or other jurisdiction of incorporation) (Commission File Number

RUN / Sunrun Inc. / TIGER GLOBAL MANAGEMENT LLC - SUNRUN INC. Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 2 )* Sunrun Inc. (Name of Issuer) Common Stock, par value $0.0001 per share (Title of Class of Securities) 86771W105 (CUSIP Number) December 8, 2020 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule pursuant to which

RUN / Sunrun Inc. / FMR LLC Passive Investment

SC 13G/A 1 filing.txt SCHEDULE 13G Amendment No. 6 SUNRUN INC COMMON STOCK Cusip #86771W105 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #86771W105 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 9,715,888 Item 6: 0 Item 7: 29,417,876 Item 8: 0 Item 9: 29,417

Sunrun Reports Third Quarter 2020 Financial Results 326,000 Customers, an increase of 20% year-over-year 109 Megawatts Deployed, a 40% sequential increase Net Earning Assets of $1.7 billion, an increase of 15% year-over-year Closed the acquisition of

Exhibit 99.1 Sunrun Reports Third Quarter 2020 Financial Results 326,000 Customers, an increase of 20% year-over-year 109 Megawatts Deployed, a 40% sequential increase Net Earning Assets of $1.7 billion, an increase of 15% year-over-year Closed the acquisition of Vivint Solar in the Fourth Quarter, on October 8, 2020 SAN FRANCISCO, November 5, 2020 - Sunrun (Nasdaq: RUN), the nation’s leading prov

- S-3ASR

S-3ASR 1 d16856ds3asr.htm S-3ASR Table of Contents As filed with the Securities and Exchange Commission on November 5, 2020 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM S-3 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SUNRUN INC. (Exact name of Registrant as specified in its charter) Delaware 26-2841711 (State or other jurisdiction o

Amendment No. 1 to the Amended and Restated Credit Agreement among the Company, AEE Solar, Inc., Sunrun South LLC, Sunrun Installation Services Inc., Clean Energy Experts, LLC, KeyBank National Association (as administrative agent and as lender), Silicon Valley Bank (as collateral agent and as lender), and each of the additional lenders identified on the signature pages thereto, dated as of July 28, 2020

[***] = Certain information contained in this document, marked by brackets, has been omitted because it is both not material and would be competitively harmful if publicly disclosed.

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant a