Gevo Inc SEC Filings

Gevo (GEVO) reported insider activity by a director on 11/13/2025. The filing shows an option exercise for 224,639 shares at an exercise price of $0.67 per share (Code M), increasing common stock holdings.

On the same date, the insider sold 75,597 shares (Code S) at a weighted average price of $2.021, with individual trades executed between $2.02 and $2.03 per share. After these transactions, the insider beneficially owned 278,265 common shares, held directly. The related stock option position reported as exercised now shows 0 derivative securities remaining.

Gevo, Inc. reported Q3 2025 results. Total operating revenue rose to $42,710 thousand from $1,965 thousand a year ago, reflecting added ethanol and co‑product sales from Gevo North Dakota. The quarter showed a loss from operations of $3,690 thousand and a net loss of $7,954 thousand.

For the nine months, revenue reached $115,232 thousand and net loss was $26,621 thousand. Cash and cash equivalents were $72,598 thousand as of September 30, 2025.

Gevo closed the Red Trail Energy acquisition (now Gevo North Dakota) for a purchase price of $210,324 thousand, funded by $103,900 thousand in cash, a senior secured term loan of $99,500 thousand (net), and a $5,000 thousand redeemable non‑controlling interest. The company recognized Section 45Z clean fuel production tax credits of $12,500 thousand in Q3 and $34,006 thousand year‑to‑date, recorded as a reduction to cost of goods sold and an intangible asset. A Tax Credit Transfer Agreement provides for delivery of $21,500 thousand of credits in 2025. In RNG, Gevo refinanced $40,000 thousand of bonds, releasing approximately $30,000 thousand of restricted cash.

Gevo, Inc. entered into two tax credit transfer agreements to deliver Clean Fuel Production Credits generated by ethanol output in 2025. Under the Stifel agreement effective October 30, 2025, Gevo expects to deliver $20.0 million of credits between October 30, 2025 and February 20, 2026, with $14.0 million transferred as of the effective date. Stifel also received a right of first refusal to purchase up to $35 million of additional 2026 credits from ethanol or RNG on substantially the same terms.

Under a second agreement with Capital Community Bancorporation effective November 4, 2025, Gevo expects to deliver $10.0 million of credits between November 4, 2025 and February 28, 2026, with $5.0 million transferred as of that date. Both agreements include customary representations, covenants, indemnities, and termination rights, including refunds with interest if credits cannot be claimed or if retroactive tax law changes disallow the transfers.

Gevo, Inc. (GEVO) reported an insider transaction by its Chief Customer, Marketing & Brand Officer. On 11/03/2025, the officer sold 29,797 shares of common stock at a weighted average price of $2.2811 per share to cover tax withholding upon the vesting of a restricted stock award. The sales were made under a Rule 10b5-1 trading plan adopted on 11/22/2024.

Following the transaction, the officer beneficially owns 285,823 shares directly and 9,795.52 shares indirectly through a 401(k) plan.

Gevo (GEVO) filed a Form 4 reporting an insider transaction. On 10/20/2025, an officer (Chief Customer Marketing & Brand Officer) sold 5,000 shares of common stock at $2.53 per share pursuant to a Rule 10b5-1 trading plan adopted on November 22, 2024.

Following the sale, the reporting person directly owned 315,620 shares. In addition, 9,795.52 shares were held indirectly via the issuer’s 401(k) plan. Between September 22, 2025 and October 22, 2025, 7.69 shares were disposed of under the 401(k) plan to cover administrative fees.

Gevo (GEVO) director reports Form 4 insider transactions. On 10/14/2025, the insider exercised stock options for 100,000 shares at $0.67 (Code M) and sold 100,000 common shares at a weighted average price of $2.5027 (Code S) pursuant to a Rule 10b5-1 trading plan adopted on December 3, 2024.

Following these transactions, the insider directly beneficially owned 2,942 common shares. Derivative holdings reported as beneficially owned after the transactions were 24,639 stock options.

Gevo (GEVO) reported an insider transaction by its President & COO. On October 15, 2025, the officer sold 100,000 shares of common stock at a weighted average price of $2.8187 per share, executed under a Rule 10b5-1 trading plan adopted on November 26, 2024.

Following the sale, the officer beneficially owns 1,531,938 shares directly and 22,008.08 shares indirectly through a 401(k) plan. The filing notes that 8.60 shares were disposed between September 4, 2025 and October 15, 2025 from the 401(k) to cover administrative fees.

Gevo (GEVO) announced that the U.S. Department of Energy’s Loan Programs Office extended its conditional commitment to guarantee a $1.46 billion loan (excluding $167 million in capitalized interest during construction) for the company’s ATJ-60 synthetic aviation fuel project in Lake Preston, South Dakota. The commitment now runs through April 16, 2026.

The extension allows Gevo and the DOE LPO to evaluate potential project-scope changes aligned with energy policies and priorities. Options under review include building a lower-cost ATJ-30 facility targeting 30 million gallons per year of jet fuel at Gevo’s existing ethanol and carbon capture site in North Dakota, and optimizing the use of captured CO2 for enhanced oil recovery.