Welcome to our dedicated page for Clean Energy Fuels SEC filings (Ticker: CLNE), 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.
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. senior vice president of strategic development Barclay Corbus reported two equity transactions involving the company’s common stock. On March 2, 2026, he received a grant of 200,000 restricted stock units (RSUs), recorded at $0.00 per share. Each RSU represents a right to receive one share of common stock when it vests, with vesting scheduled for 34% on the first anniversary of the grant date and 33% on each of the second and third anniversaries. Following this grant, his directly held common stock position increased to 1,230,050 shares.
On February 27, 2026, he disposed of 31,198 shares of common stock at $2.26 per share through a tax-withholding disposition. These shares were withheld to satisfy tax obligations triggered by the vesting of restricted stock. After this withholding transaction, his directly held common stock position was 1,030,050 shares.
Clean Energy Fuels Corp. reported that Chief Financial Officer Robert M. Vreeland received an equity award covering 200,000 shares of common stock as restricted stock units. The RSUs vest 34% after one year and 33% on each of the following two anniversaries.
The filing also shows 36,482 shares of common stock were disposed of to satisfy tax withholding obligations upon RSU vesting, and that Vreeland’s reported holdings now include an additional 52,800 shares that had been inadvertently omitted from earlier reports.
Clean Energy Fuels Corp. CEO and President Andrew J. Littlefair reported two equity-related transactions in the company’s common stock. He received a grant of 250,000 restricted stock units (RSUs) at no cost, each representing one future share upon vesting and settlement.
According to the footnotes, the RSUs vest as to 34% on the first anniversary of the grant date and 33% on each of the second and third anniversaries. In a separate transaction, 25,923 shares were withheld at $2.26 per share to cover tax obligations upon vesting of restricted stock, a tax-withholding disposition rather than an open-market sale.
Clean Energy Fuels Corp. major holder TotalEnergies updates its stake and selling plans. TotalEnergies SE and its subsidiary TotalEnergies Marketing Services SAS report beneficial ownership of 51,788,569 shares of Clean Energy Fuels common stock, representing 23.6% of the class based on 219,430,950 shares outstanding as of February 17, 2026.
The stake includes 42,581,801 shares owned by the subsidiary and 9,206,768 additional shares subject to a voting agreement with the issuer’s directors and officers, giving shared voting power over those shares, while beneficial ownership of the voting‑agreement shares is expressly disclaimed. As of the close of business on February 25, 2026, these amounts remained unchanged and there were no transactions in the prior 60 days.
On November 24, 2025, the reporting persons entered into a Rule 10b5‑1 Sale Plan with J.P. Morgan Securities LLC. Under this plan, they directed the broker to dispose of up to 6,164,720 shares of Clean Energy Fuels common stock held by the subsidiary, beginning February 27, 2026, subject to applicable U.S. securities laws and Rule 144 limitations.
TotalEnergies Marketing Services SAS has filed a Form 144 reporting a proposed sale of 50,856,296 shares of Clean Energy Fuels Corp. The shares were purchased on 06/13/2018 for an aggregate purchase price of $83.4 million under a stock purchase agreement dated 05/09/2018.
The Form 144 lists J.P. Morgan Securities LLC as the broker and shows the filing date 02/27/2026. The filing records the securities as Common Stock trading on NASDAQ.
Clean Energy Fuels Corp. outlines in its Form 10‑K how it is building a renewable natural gas (RNG)–focused transportation fuel business across the U.S. and Canada. The company delivered 237.4 million gasoline gallon equivalents (GGEs) of RNG in 2025, out of 468 million GGEs of total fuel sold.
RNG represented 88% of vehicle fuel sales in 2025, and management aims to reach 100%. Clean Energy supplies RNG through 582 fueling stations in 43 U.S. states and 27 in Canada, serving over 1,200 fleet customers operating more than 65,000 vehicles as of December 31, 2025.
The company is expanding RNG supply via joint ventures with TotalEnergies and bp, a joint development agreement with Maas Energy, and its own South Fork project. Collectively, 11 RNG projects in operation or construction are estimated to provide 14.5 million GGEs of annual capacity, all available for vehicle fuel.
A key earnings driver is the sale of Environmental Credits, including federal D3 RINs and California LCFS credits. Clean Energy estimates it generated 31% of U.S. D3 RINs and 46% of California Bio‑CNG/Bio‑LNG LCFS credits in 2025. The filing also highlights heavy reliance on supportive regulations, volatile credit pricing, competition from diesel and other low‑carbon fuels, and execution risks in RNG project development.
Clean Energy Fuels Corp. reported modest top-line growth but a much larger loss for 2025 and issued 2026 guidance. Q4 2025 revenue was $112.3 million with 64.1 million RNG gallons sold, and full-year 2025 revenue reached $424.8 million.
GAAP net loss widened to $222.0 million for 2025, driven by a $64.3 million goodwill impairment, $56.0 million accelerated depreciation tied to station equipment removal, and higher interest expense, including $24.8 million related to debt prepayment and a delayed draw loan commitment.
Non-GAAP results were much tighter, with 2025 non-GAAP net income of $1.5 million and Adjusted EBITDA of $67.6 million. For 2026, the company expects a GAAP net loss of $(71) million to $(66) million and Adjusted EBITDA of $70 million to $75 million, including an estimated $47 million in Amazon warrant charges.
Clean Energy Fuels Corp. reported board changes. On November 17, 2025, directors Aimeric Ramadier and Marc de Guilhem de Lataillade notified the company that they are resigning from its board, effective November 18, 2025. The company states that their resignations were not due to any disagreement regarding operations, policies, or practices, indicating this is presented as a non-conflict-driven governance change.
Clean Energy Fuels Corp. reported Q3 2025 results with total revenue of $106.1 million versus $104.9 million a year ago. The quarter showed an operating loss of $13.6 million and a net loss of $23.8 million (basic and diluted EPS $(0.11)). Year to date, revenue reached $312.5 million, and the company recorded a $64.3 million goodwill impairment, contributing to a nine‑month net loss of $179.0 million (EPS $(0.81)).
Cash, cash equivalents and restricted cash were $183.0 million as of September 30, 2025, up from $91.6 million at year‑end. Total assets were $1.13 billion, liabilities $534.1 million, and stockholders’ equity $591.0 million. The company generated $72.4 million in operating cash flow in the first nine months. Remaining performance obligations for station construction totaled $60 million, expected to be recognized over the next 12 to 24 months. As of October 28, 2025, shares outstanding were 219,300,999.
Clean Energy Fuels Corp. furnished a press release with financial results for the third quarter ended September 30, 2025, as Exhibit 99.1 to a Form 8-K.
The disclosure was provided under Item 2.02 (Results of Operations and Financial Condition) and is being furnished—not filed—so it is not subject to Section 18 liability and is not incorporated by reference unless specifically stated.