Congress trades

HA Sustainable Infrastructure Capital, Inc. (HASI)

NYSE · Financial Services · 12 congress trades · last filed 3 years ago

12
Congress disclosures shown
36d
Median delay on the congress disclosures
of the 45 day limit
6/6
Purchases and sales in the disclosures shown

About HA Sustainable Infrastructure Capital, Inc.

from the company's filings and listing
Exchange
NYSE
Sector
Financial Services
Industry
Asset Management
Chief executive
Jeffrey A. Lipson
Employees
170
Listed since
Apr 18, 2013
Market value
$4.9B
Price to earnings
58.2
Earnings per share
$0.67
Dividend yield
4.40%

www.hasi.com

Earnings

6 reported quarters · next on Nov 5, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 6, 2026$0.75$0.73$120.8M$112.0MEPS beatRevenue beat
Q1 FY2026reported May 7, 2026$0.77$0.68$124.2M$112.2MEPS beatRevenue beat
Q4 FY2025reported Feb 12, 2026$0.67$0.66$114.8M$105.9MEPS beatRevenue beat
Q3 FY2025reported Nov 6, 2025$0.80$0.69$227.6M$28.7MEPS beatRevenue beat
Q2 FY2025reported Aug 7, 2025$0.60$0.62$85.7M$44.0MEPS missRevenue beat
Q1 FY2025reported May 7, 2025$0.64$0.64$184.9M$39.1MEPS in lineRevenue beat

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for 2025 · proxy filed Apr 13, 2026
ExecutiveSalaryStock awardsOtherTotal
Jeffrey A. LipsonDirector, Chief Executive Officer and President$807K$6.0M$2.7M$9.6M
Marc T. PangburnSenior Managing Director and Chief Revenue and Strateg$470K$2.4M$1.5M$4.4M
Susan D. NickeySenior Managing Director and Chief Client Officer$440K$1.5M$1.4M$3.3M
Steven L. ChusloExecutive Vice President and Chief Legal Officer$415K$1.2M$1.0M$2.6M
Charles W. MelkoSenior Managing Director and Chief Financial Officer$397K$725K$854K$2.0M
Nitya GopalakrishnanSenior Managing Director and Chief Operating Officer$192K$563K$974K$1.7M

The summary compensation table from the 2025 proxy statement, current executives only. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesChangeOf company
Blackrock, Inc.$834.0M21,357,545+6.2%16.72%
Wellington Management Group LLP$381.8M9,778,291-14.1%7.65%
Vanguard Portfolio Management LLC$308.7M7,905,349+2.2%6.19%
T. Rowe Price Investment Management, Inc.$260.4M6,668,469-2.6%5.22%
Vanguard Capital Management LLC$225.5M5,773,860+1.3%4.52%
State Street Corp$223.9M5,733,734+6.2%4.49%
Jpmorgan Chase & Co$174.6M4,475,858+13.2%3.50%
Alliancebernstein L.P.$167.7M4,564,467-0.2%3.57%
Geode Capital Management, LLC$144.4M3,697,531+19.6%2.89%
Invesco Ltd.$111.3M2,850,145+5.7%2.23%
Amundi$93.4M2,388,998-1.4%1.87%
Morgan Stanley$91.0M2,330,143+14.0%1.82%

A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.

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Congress trades in HASI

12 disclosures of 12 on record · median 36d of the 45 allowed
MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Dwight EvansStockSale$1,001 - $15,000+41.7%S&P +63.0% · vs S&P 500 -21.3%Dec 20, 2023Jan 17, 202428d
Susie LeeJointStockSale$1,001 - $15,000-19.4%S&P +84.3% · vs S&P 500 -103.8%May 11, 2021Jun 14, 202134d
Susie LeeJointFiled lateStockPurchase$1,001 - $15,000-11.3%S&P +126.7% · vs S&P 500 -138.0%Oct 1, 2020Dec 8, 202068d
Dwight EvansFiled lateStockSale$1,001 - $15,000-16.8%S&P +119.3% · vs S&P 500 -136.1%Oct 14, 2020Dec 3, 202050d
Susie LeeJointStockPurchase$1,001 - $15,000-2.3%S&P +130.2% · vs S&P 500 -132.5%Sep 18, 2020Oct 24, 202036d
John R. CurtisStockSale$1,001 - $15,000-16.2%S&P +120.0% · vs S&P 500 -136.2%Oct 9, 2020Oct 16, 20207d
John R. CurtisStockPurchase$1,001 - $15,000+2.1%S&P +143.8% · vs S&P 500 -141.7%Mar 4, 2020Apr 9, 202036d
Dwight EvansStockPurchase$1,001 - $15,000+36.0%S&P +155.3% · vs S&P 500 -119.3%Oct 15, 2019Nov 15, 201931d
Dwight EvansStockSale$1,001 - $15,000+83.2%S&P +167.7% · vs S&P 500 -84.4%Aug 17, 2018Sep 26, 201840d
Dwight EvansFiled lateStockPurchase$1,001 - $15,000+102.2%S&P +241.4% · vs S&P 500 -139.2%Dec 30, 2016May 24, 2017145d
Suzan K. DelBeneJointStockSale$50,001 - $100,000+80.8%S&P +260.3% · vs S&P 500 -179.5%Jun 9, 2016Jul 13, 201634d
Suzan K. DelBeneJointStockPurchase$15,001 - $50,000+184.4%S&P +303.0% · vs S&P 500 -118.6%May 12, 2014Jun 12, 201431d

Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.

Questions

Which members of Congress have traded HASI?

Dwight Evans, Susie Lee, John R. Curtis, Suzan K. DelBene disclosed HASI transactions in the filings shown here.

How quickly are HASI trades disclosed?

Congressional disclosures took a median of 36 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days late, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Sep 10, 2026.

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