Westchester Putnam Counties Heavy & Highway Laborers Local 60 Benefits Fund v. Shoals Technologies Group, Inc.

CourtDistrict Court, M.D. Tennessee
DecidedSeptember 30, 2025
Docket3:24-cv-00334
StatusUnknown

This text of Westchester Putnam Counties Heavy & Highway Laborers Local 60 Benefits Fund v. Shoals Technologies Group, Inc. (Westchester Putnam Counties Heavy & Highway Laborers Local 60 Benefits Fund v. Shoals Technologies Group, Inc.) is published on Counsel Stack Legal Research, covering District Court, M.D. Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Westchester Putnam Counties Heavy & Highway Laborers Local 60 Benefits Fund v. Shoals Technologies Group, Inc., (M.D. Tenn. 2025).

Opinion

UNITED STATES DISTRICT COURT MIDDLE DISTRICT OF TENNESSEE NASHVILLE DIVISION IN RE: SHOALS TECHNOLOGIES ) GROUP, INC. SECURITIES LITIGATION ) NO. 3:24-cv-00334 ) MEMORANDUM OPINION In this securities class action, Erste Asset Management GmbH (“Erste AM”), Kissimmee Utility Authority Employees’ Retirement Plan (“KUAERP”), and other putative class plaintiffs purchased Shoals Technology Group, Inc.’s (“Shoals”) common stock between May 16, 2022 and May 7, 2024 (“class period”). Some putative class members purchased Shoals stock for $40.00; however, by May 7, 2024, it was trading for less than $8.00. (Doc. No. 82 ¶ 75). Plaintiffs attribute this precipitous decline to the company’s public disclosure that one of its key products was defective and, as a result, it owed between $73 million and $160 million in warranty costs. (Id. ¶¶ 47, 170). Plaintiffs maintain that Shoals and its senior officers and directors knew about the product defect before the class period but continued to make false public statements about its products, including that they are safe and reliable and that they could be installed by anyone. (E.g., id. § 41). Plaintiffs also allege that Defendants omitted accrued or reasonably certain warranty costs from public filings. (E.g., id. § 40). Plaintiffs filed this lawsuit, asserting that Shoals, its officers and directors, and certain underwriters—by and through misrepresentations, material omissions, or negligent certifications—violated §§ 10(b), 20(a), and 20A of the Securities Exchange Act of 1934 (see 15 U.S.C. §§ 78j, 78t, 78t-1) and §§ 11, 12(a)(2), and 15 of the

Securities Act of 1933 (see 15 U.S.C. §§ 77k, 77l, 77o). Defendants have moved to dismiss Plaintiffs’ securities claims. (Doc. No. 84). First, Defendants argue that Plaintiffs’ § 10(b) (Exchange Act) claim fails because: (1) Plaintiffs do not allege falsity with particularity; (2) Plaintiffs do not allege a strong inference of scienter—i.e., an intent to defraud investors; and (3) Plaintiffs fail to allege loss causation—i.e., that the challenged statements caused their claimed losses. (Doc. No. 85 at 7–29). Second, Defendants argue that Plaintiffs’ §§ 11 and 12(a)(2) (Securities Act) claims fail because: (1) KUAERP fails to allege that

the secondary public offering (“SPO”) registration statement, its incorporated statements, and prospectuses contained an actionable misstatement; (2) KUAERP lacks statutory standing because it did not trace its purchases to a particular offering document or statutory seller; and (3) KUAERP did not allege sufficient facts that any Defendant was a statutory seller within the meaning of §12. (Id. at 31–34). Third, Defendants assert that Plaintiffs’ §§ 15 and 20(a) control-person claims and § 20A insider trading claims necessarily fail because Plaintiffs failed to plead any predicate Exchange Act or Securities Act claims, failed to plead intent, and failed to allege sufficient facts to establish that any Defendant was a control person. (Id. at 34–35).

Plaintiffs oppose dismissal. (Doc. No. 91). First, Plaintiffs argue they have sufficiently pleaded a § 10(b) (Exchange Act) claim by: (1) adequately alleging numerous misstatements to investors about core aspects of Shoals’ business and about the underlying drivers of its success and reputation, (id. at 6–17); (2) establishing scienter by alleging that (a) Defendants’ public statements do not match their internal reports or other negative information they received; (b) two company leaders significantly divested before sharing the bad information with the public; and (c) Defendants were motivated to hide the defect from the public to save their jobs, salaries, and bonuses, (id. at 17–27); and (3) alleging that Defendants’ ultimate disclosure of the product defect

and substantial warranty costs immediately led to steep declines in Shoals’ stock price, (id. at 28– 31). Second, Plaintiffs assert they have sufficiently pleaded their §§ 11 and 12(a)(2) (Securities Act) claims because: (1) KUAERP has standing after purchasing “Shoals Common Stock directly in the December 2022 SPO”; and (2) KUAERP directly purchased Shoals Common Stock based on Defendants’ solicitations. (Id. at 31–35). And third, Plaintiffs argue that their §§ 15 and 20(a) control-person claims and Section 20A insider trading claims survive for the same reasons their Exchange Act and Securities Act claims survive. (Id. at 35).

Defendants’ Motion to Dismiss is fully briefed and ripe for decision. For the reasons that follow, it will be granted in part and denied in part. I. BACKGROUND The following facts from the Amended Complaint are accepted as true:1 • Dean Solon founded Shoals and served either as President or CEO between November 1996 and December 2019. (Doc. No. 82 ¶ 31). He also served on the board of directors until February 2022. (Id.). Solon was a controlling shareholder of the Company during the Class Period and prior to the December 2022 Second Public Offering (“SPO”), Solon owned nearly 34% of the combined voting power of Shoals stock. (Id.). Solon also had the right to nominate a director to the board of directors. (Id.).

• Jason Whitaker joined Shoals as the Chief Technology Officer in October 2009, became President in September 2017, and served as CEO from January 2020 to March 2023. (Id. ¶ 15).

• Kevin Hubbard served as Shoals’ Interim CFO from May 2022 until October 2022. (Id. ¶ 16).

• Dominic Bardos is Shoals’ CFO, serving in that role since October 2022. (Id. ¶ 17).

• Jeffery Tolnar served as Shoals’ Interim CEO from March 2023 until July 2023 and has served as the Company’s President since December 2022. (Id. ¶ 18).

• Brandon Moss has served as Shoals’ CEO since July 2023. (Id. ¶ 19).

• Brad Forth, Peter Wilver, Ty Daul, Toni Volpe, Lori Sundberg, Jeannette Mills, and Robert Julian served on Shoals’ board of directors at the time of the December 2022 second public offering. (Id. ¶¶ 23–29).

1 “When considering a motion to dismiss, [courts] must accept as true all factual allegations.” England v. DENSO Int’l Am. Inc., 136 F.4th 632, 636 (6th Cir. 2025). • Shoals manufactures and sells electrical balance of systems (“EBOS”) solutions used in solar, storage, and electrical vehicle charging infrastructure. (Id. ¶ 14).

• Shoals’ EBOS provides components necessary for the transfer of electrical power produced by solar panels to intermediate locations within a solar project and ultimately to the power grid. (Id. ¶ 36).

• Shoals uses a proprietary EBOS system, which it dubs a “combine-as-you-go” solution, that the Company claims offers “several advantages” over conventional EBOS systems using “homerun” wiring architecture. (Id.). Shoals’ combine-as- you-go solution uses specialized wire harnesses to connect multiple strings of solar panels to Shoals’ proprietary above-ground feeder cable known as a “Big Lead Assembly” (“BLA”). (Id.).

• Shoals’ BLAs require several specialized component parts, including photovoltaic wire, which is produced for the interconnection wiring of grounded and ungrounded solar panel systems. Shoals takes photovoltaic wire, which it purchases from suppliers, and manufactures custom wire harnesses that are used to aggregate electricity from multiple solar panels and deliver that electricity to inverters where it is then delivered to the power grid or a battery storage solution. (Id. ¶ 45).

• Shoals builds these harnesses in pairs, with a red-wire harness being used for positive connections, and a black-wire harness being used for negative connections.

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Westchester Putnam Counties Heavy & Highway Laborers Local 60 Benefits Fund v. Shoals Technologies Group, Inc., Counsel Stack Legal Research, https://law.counselstack.com/opinion/westchester-putnam-counties-heavy-highway-laborers-local-60-benefits-fund-tnmd-2025.