Clean Energy Fuels Corp. filings document financial results, governance, and public-company disclosures for a renewable natural gas transportation-fuel provider. Form 8-K reports furnish quarterly and annual operating results, RNG gallons sold, station construction revenue, RIN and LCFS credit revenue, and warrant-related revenue effects tied to reported results.
Proxy materials cover board elections, executive compensation, equity awards, pay-versus-performance disclosure, and shareholder voting matters. Other current reports record officer and director appointments or resignations, compensatory arrangements, and related governance changes for the Nasdaq-listed company.
Clean Energy Fuels Corp. (CLNE) Chief Financial Officer Jason J. Armstrong received 35,000 restricted stock units on October 6, 2026. Each unit represents a contingent right to receive one common share upon vesting and settlement. The award vests 34% on the first anniversary of the grant date and 33% on each of the second and third anniversaries. His reported direct position after the award was 354,061 shares.
Clean Energy Fuels Corp. (CLNE) reports direct equity holdings for CFO Jason J. Armstrong, including employee stock options and restricted stock units (RSUs). One 100,000-share option award, with a $6.77 exercise price, vests immediately, if at all, if the common stock’s closing share price equals or exceeds $14.00 for 20 consecutive trading days. The RSU awards vest 34% on the first grant anniversary and 33% on each of the second and third anniversaries; separate awards had 67,000 and 34,000 RSUs vested, while another had no RSUs vested, as of the Reporting Date.
Clean Energy Fuels Corp. appointed Jason J. Armstrong as chief financial officer effective October 6, 2026, succeeding Robert M. Vreeland. Armstrong, formerly the company's vice president and corporate controller, will also serve as principal financial officer and principal accounting officer.
Armstrong's agreement provides a $500,000 annual base salary and eligibility for a bonus of up to 100% of base salary, subject to annual performance objectives. The compensation committee approved 35,000 time-vesting restricted stock units vesting in three substantially equal annual installments, subject to continued service. The initial term ends October 6, 2029 and renews for one-year periods unless either party gives at least 60 days' notice. Qualifying severance is 150% of then-current salary plus 150% of prior-year earned cash bonus; for termination without cause or for good reason within six months before or one year after a change in control, cash-severance multiples are 225%. Vreeland is entitled to accelerated equity vesting and qualifying employment-agreement benefits, with the latter subject to an effective release; unvested time-based options also accelerate, and options vested at termination may be exercised through their normal expiration dates.
Clean Energy Fuels Corp. (CLNE) has a notice of proposed resale of common stock under Rule 144 by a 10% stockholder, TotalEnergies Marketing Services SAS. The holder plans potential sales of up to 10,556,287 shares of CLNE common stock through J.P. Morgan Securities LLC on NASDAQ, with an aggregate market value of $17,206,747.81 based on a $1.63 closing price on August 28, 2026. These shares are part of 50,856,296 shares acquired from Clean Energy Fuels Corp. on June 13, 2018 in a private placement for $83.4 million, when CLNE had 220,445,015 shares outstanding as referenced in the notice.
Clean Energy Fuels Corp. director and CEO Barclay Corbus purchased 25,000 shares of common stock on 2026-08-10 at $1.62 per share in an open-market or private transaction. Following this buy, Corbus directly holds 1,375,021 shares of Clean Energy Fuels common stock.
Clean Energy Fuels Corp., a provider of renewable and conventional natural gas fuel and related services for transportation fleets, reported modestly higher revenue and narrower losses for the quarter and six months ended June 30, 2026. Second-quarter revenue was $106.4 million, up from $102.6 million a year earlier, with product revenue of $91.1 million and service revenue of $15.2 million. The quarter’s net loss attributable to the company was $14.9 million, an improvement from a $20.2 million loss, or $0.07 per share versus $0.09.
For the first half of 2026, revenue grew to $223.9 million from $206.4 million. The company’s operating loss narrowed sharply to $8.0 million from $135.5 million, primarily because 2025 included a $64.3 million goodwill impairment and significant accelerated depreciation tied to LNG station removals. As a result, net loss attributable to Clean Energy Fuels declined to $27.3 million from $155.2 million, with loss per share improving to $0.12 from $0.70.
Liquidity shifted from cash into securities: cash, cash equivalents and restricted cash fell from $157.8 million at year-end 2025 to $59.2 million at June 30, 2026, while short-term investments increased to $81.0 million, mainly U.S. government securities. Debt consisted largely of a $250.0 million Stonepeak senior secured term loan bearing 9.50% interest, due 2029, with a net carrying amount of $228.9 million. The company continues to invest heavily in RNG joint ventures with bp, TotalEnergies and Maas, and recorded equity-method losses of $11.8 million in the first half of 2026. Contracted station-construction work remained solid, with $33.4 million of remaining performance obligations at June 30, 2026.
Clean Energy Fuels Corp. reported Q2 2026 revenue of $106.4 million and sold 63.2 million GGEs of RNG, with total fuel volume rising to 81.8 million GGEs from 76.3 million a year earlier. GAAP net loss narrowed to $14.853 million, or $0.07 per share, versus a $20.240 million loss in Q2 2025. Adjusted EBITDA was $16.002 million, compared with $17.509 million a year ago, and non-GAAP loss per share was ($0.01).
RIN and LCFS credit revenue increased to $14.2 million, while station construction revenue more than doubled to $16.0 million. Management highlighted $138.0 million in cash and investments at quarter end. For full-year 2026, the company projects GAAP net loss between $71 million and $66 million and Adjusted EBITDA between $70 million and $75 million, based on specified assumptions and adjustments.
Grantham, Mayo, Van Otterloo & Co. LLC filed Amendment No. 3 reporting its ownership of Clean Energy Fuels Corp common stock as of June 30, 2026. The firm beneficially owned 10,935,829 shares, representing 4.96% of the outstanding common stock.
It reported sole voting power and sole dispositive power over all 10,935,829 shares, with no shared voting or dispositive power. The filing classifies this position under “Ownership of 5 percent or less of a class,” indicating the stake is below the 5% threshold.
Clean Energy Fuels Corp. director Stephen Scully reported an indirect open-market purchase of Common Stock through a family trust. The trust bought 25,000 shares on the market at a weighted average price of $1.7490 per share, in multiple trades between $1.745 and $1.75. Following this transaction, the family trust holds 360,244 shares of Clean Energy Fuels common stock indirectly attributed to Scully.
Frabotta Bartolomeo A. reported acquisition or exercise transactions in this Form 4 filing.
Clean Energy Fuels Corp. Chief Operating Officer Bartolomeo A. Frabotta received an equity award in the form of 50,000 shares of common stock on a grant/award basis, recorded at a price of $0.00 per share. This is a compensation-related stock grant rather than an open-market purchase.
The award is structured as restricted stock units, with each RSU representing one share of common stock when it vests and settles. The RSUs vest over three years, with 34% vesting on the first anniversary of the grant date and 33% vesting on each of the second and third anniversaries. Following this grant, Frabotta directly holds 512,886 shares of common stock.