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Applied Digital Corporation entered into a new long-term datacenter lease with CoreWeave for Building 4 at its 400MW Polaris Forge 1 campus in Ellendale, North Dakota. Building 4 will add 150MW of capacity and brings CoreWeave’s total leased capacity at the site to 400MW. The facility is in the design phase and is expected to be service-ready in mid 2027.
The Building 4 Lease runs for approximately 15 years with an expected total contract value of about $4.0 billion, and Applied Digital has guaranteed its subsidiary’s obligations under the lease. In connection with the agreement, the company issued CoreWeave a warrant to purchase up to 8,393,611 shares of common stock at an exercise price of $10.75 per share. The warrant and underlying shares were issued as unregistered securities in reliance on a private offering exemption, and the company agreed to register the resale of the warrant shares under an existing registration rights agreement.
Applied Digital Corporation entered into a first amendment to its preferred equity purchase agreement to expand financing for its Polaris Forge I data center in North Dakota. The change increases the aggregate commitment for its Series G Convertible Preferred Stock from $150 million to $300 million and removes a prior $75 million cap on any single put issuance, giving the company more flexibility in how much preferred equity it can draw at one time.
The company also amended the Series G certificate of designations to raise the initial conversion floor price to $12.50 from $4.25 and to increase the minimum level to which that floor price can be reduced to $4.33 from $1.34. The floor price sets the minimum level for converting the Series G preferred into common stock, which can only be lowered if the company chooses to do so.
Jane Street Group and affiliated entities disclosed a combined 5.5% ownership of Applied Digital Corp. common stock, representing 14,120,497 shares. The filing breaks ownership across subsidiaries: Jane Street Options, LLC holds 7,589,237 shares (3.0%), Jane Street Global Trading, LLC holds 6,531,260 shares (2.5%), and Jane Street Capital, LLC reports 0 shares. All reported shares are listed as shared voting and dispositive power. The issuer’s principal office address is shown as 3811 Turtle Creek Blvd., Suite 2100, Dallas, Texas. The filing includes a certification that the holdings were not acquired to change or influence control of the issuer.
Applied Digital Corporation (APLD) director Chuck Hastings reported a sale of common stock on August 12, 2025. The filing shows 30,000 shares were disposed of at a weighted-average price of $14.73, sold in multiple transactions at prices ranging from $14.60 to $14.85. After the sale, the reporting person beneficially owned 501,612 shares, a total that includes 28,606 restricted stock units granted December 27, 2024 that vest in full on November 20, 2025 subject to continued service. The Form 4 was signed by an attorney-in-fact on August 14, 2025.
Applied Digital Corporation (APLD) Form 4 shows that Jason Gechen Zhang, identified as the company’s Chief Strategy Officer, was granted 750,000 restricted stock units (RSUs) on 08/08/2025. The filing records the transaction as an acquisition of Common Stock at $0 and reports 1,299,046 shares beneficially owned following the reported transaction, held directly.
The RSUs represent a contingent right to receive common shares on a one-for-one basis, have no expiration date, and vest subject to continued employment: one-third on March 12, 2026 and one-sixth on September 12, 2026, March 12, 2027, September 12, 2027, and March 12, 2028. The Form 4 was signed by Mark Chavez as attorney-in-fact on 08/12/2025.
Applied Digital Corp (APLD) insider disclosure shows Zhang Jason Gechen, identified as Chief Strategy Officer, directly beneficially owns 549,046 shares. The Form 3 reflects an event dated 08/08/2025 and was filed by one reporting person. No derivative securities were reported. Exhibit 24 notes a power of attorney and the form bears the signature of Mark Chavez as Attorney-in-Fact dated 08/12/2025.
Richard N. Nottenburg, a director of Applied Digital Corporation (APLD), reported a sale of common stock on 08/08/2025. The filing shows 11,250 shares were sold in multiple transactions at a weighted average price of $14.22, with execution prices ranging from $14.2150 to $14.2201. After the reported sale, the Reporting Person beneficially owned 317,987 shares.
The disclosure also details equity awards: 28,606 RSUs granted 12/27/2024 that vest in full on 11/20/2025, and 200,000 restricted shares granted 05/13/2024 that vest in two tranches of 100,000 on 05/13/2026 and 05/13/2027, tied to continued board service. The form was signed by an attorney-in-fact on 08/11/2025.
Applied Digital Corporation (APLD) filed a Form 144 reporting a proposed sale of 11,250 common shares through Morgan Stanley Smith Barney LLC, with an aggregate market value of $159,966 and an approximate sale date of 08/08/2025 on NASDAQ. The filing lists total shares outstanding as 261,519,794, and identifies the lots as restricted stock acquired from the issuer on 05/13/2025.
The notice also discloses a recent sale by Richard N. Nottenburg of 13,686 common shares on 08/04/2025 for $171,075. The signer makes the required representation that they are unaware of any material nonpublic adverse information and references compliance with trading-plan and Rule 10b5-1 provisions where applicable.
Applied Digital director Douglas S. Miller sold 10,000 shares at $15 per share on 08/07/2025, leaving beneficial ownership of 211,112 shares. The filing also discloses the Reporting Person holds 28,606 restricted stock units (RSUs) granted December 27, 2024 that convert one-for-one to common stock and vest in full on November 20, 2025, subject to continued service. The RSUs have no expiration date and represent a contingent right to receive shares upon vesting, which would increase future share holdings.
This disclosure is a routine Section 16 report showing an insider sale and the existence of director RSUs; it documents current direct ownership and the pending equity award that will vest if service continues.