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Applied Digital Corp. (APLD) SEC Filings, Oct-Nov 2025

APLD NASDAQ

Welcome to our dedicated page for Applied Digital SEC filings (Ticker: APLD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Applied Digital's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Applied Digital's regulatory disclosures and financial reporting.

Rhea-AI Summary

Applied Digital (APLD) announced that its subsidiary, APLD ComputeCo LLC, intends to offer $2.35 billion aggregate principal amount of senior secured notes due 2030 in a private placement to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S, subject to market conditions and other factors.

The company furnished selected investor presentation slides as Exhibit 99.1. The announcement is not an offer to sell or a solicitation to buy securities.

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Rhea-AI Summary

Applied Digital Corporation announced that its subsidiary, APLD ComputeCo LLC, intends to offer $2.35 billion aggregate principal amount of senior secured notes due 2030 in a private offering. The transaction is subject to market conditions and other factors and will be offered to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S.

The company furnished a press release as Exhibit 99.1. This announcement is not an offer to sell or a solicitation of an offer to buy any securities.

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Rhea-AI Summary

Applied Digital Corporation reported stockholder actions from its November 5, 2025 annual meeting. Stockholders approved an amendment to the 2024 Omnibus Equity Incentive Plan to increase shares authorized for issuance under the plan by 15,000,000. They also approved a charter amendment increasing the company’s authorized common stock to 600,000,000 shares (par value $0.001).

Directors were elected to serve until the 2026 annual meeting, CBIZ CPAs P.C. was ratified as the independent auditor for the fiscal year ending May 31, 2026, and the advisory vote on executive compensation was approved. An adjournment proposal was also approved should additional solicitation have been needed. These actions expand equity plan capacity and authorized share capital while confirming board composition and auditor appointment.

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Applied Digital (APLD) insider update: A Form 4 reports a change in beneficial ownership tied to a management agreement. On 10/31/2025, the reporting person’s Investment Management Agreement related to certain accounts at 272 Capital was terminated, and the reporting person ceased having discretionary or voting authority over 903,970 shares (Transaction Code J).

Following the reported event, beneficial holdings are listed as 722,483 shares held indirectly through 272 Capital, 17,590,238 shares held indirectly through Cummins Family Ltd., and 2,841,329 shares held directly, which includes 742,166 shares in the reporting person’s IRA.

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Applied Digital (APLD) director reported open‑market sales of common stock. On 10/29/2025, the reporting person sold 50,000 shares at a weighted average price of $35.69, executed in multiple trades ranging from $35.38 to $36.00. On 10/31/2025, they sold an additional 25,000 shares at $34.27.

Following these transactions, the filer beneficially owned 426,612 shares. This amount includes 28,606 RSUs granted on 12/27/2024 to non‑employee directors, which vest in full on 11/20/2025 on a one‑for‑one basis and have no expiration date.

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Applied Digital Corp. (APLD) director reported an open‑market sale of 42,569 shares of common stock on 10/29/2025 at a weighted average price of $35.30, with individual trades ranging from $35.20 to $35.49. The transaction code was S (sale).

Following the sale, the director beneficially owns 69,256 shares, held directly. This includes 28,606 RSUs granted on 12/27/2024 that vest in full on 11/20/2025, and 60,976 shares of restricted stock granted on 05/06/2024, of which 20,326 vested on 04/30/2025 and 20,325 are scheduled to vest on each of 04/30/2026 and 04/30/2027.

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Applied Digital (APLD) director reported open‑market sales of common stock. The insider sold 5,000 shares at $34.8 on October 30, 2025 and 9,375 shares at $35.91 on October 31, 2025. Direct holdings were 258,612 shares after the first trade and 249,237 shares after the second.

Holdings include awards that may settle in stock: 28,606 RSUs granted on December 27, 2024 that vest in full on November 20, 2025, and 200,000 shares of restricted stock granted on May 13, 2024, vesting 100,000 shares on May 13, 2026 and 100,000 shares on May 13, 2027, subject to continued service.

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Rhea-AI Summary

Applied Digital (APLD) reported insider activity by its Chief Financial Officer on a Form 4. The officer sold 100,000 shares of common stock on 10/24/2025 at a weighted average price of $34.08 (range $33.42–$34.44) and 37,503 shares on 10/28/2025 at a weighted average price of $36.47 (range $36.00–$36.78).

Following the first sale, directly held shares were 158,912; after the second, 121,409, both reported as direct ownership. The filing notes additional contingent awards not included in these totals: 735,000 performance stock units and 339,167 restricted stock units, each representing a right to receive one share upon meeting performance or service conditions.

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Applied Digital (APLD) director reported an open‑market sale of 34,375 shares of common stock at a weighted average price of $33.23 on 10/24/2025.

Following the sale, the director beneficially owns 263,612 shares. This includes 28,606 RSUs granted on 12/27/2024 that vest in full on 11/20/2025, and 200,000 shares of restricted stock granted on 05/13/2024 that vest in two tranches: 100,000 on 05/13/2026 and 100,000 on 05/13/2027, each subject to continued service.

The price range for the sale was $33.02 to $33.50, reported as a weighted average.

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Rhea-AI Summary

Applied Digital Corp. (APLD) reported an insider transaction by a director. On 10/24/2025, the director sold 24,213 shares of common stock at a weighted average price of $33.2, with individual trades ranging from $33.17 to $33.21. Following the sale, the director beneficially owns 59,400 shares, held directly.

The reported holdings include 28,606 RSUs granted on December 27, 2024 that vest in full on November 20, 2025, and 46,190 shares of restricted stock granted on February 22, 2024, of which 15,396 vested on February 22, 2025 and 15,397 will vest on each of February 22, 2026 and February 22, 2027.

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FAQ

How many Applied Digital (APLD) SEC filings are available on StockTitan?

StockTitan tracks 131 SEC filings for Applied Digital (APLD), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Applied Digital (APLD)?

The most recent SEC filing for Applied Digital (APLD) was filed on November 10, 2025.