Welcome to our dedicated page for Gevo SEC filings (Ticker: GEVO), 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.
The Gevo, Inc. (GEVO) SEC filings page brings together the company’s regulatory disclosures, including Form 8-K current reports, that describe material events affecting this renewable fuels, chemicals, and carbon management business. These filings provide detail on topics such as executive leadership changes, amendments to corporate bylaws, project financing, carbon credit sales agreements, and tax credit transfer arrangements tied to ethanol and renewable natural gas production.
Through its filings, Gevo outlines how it monetizes Section 45Z Clean Fuel Production Credits generated from ethanol volumes at its North Dakota facility, including tax credit transfer agreements with financial institutions and banks. Other 8-Ks describe bond financing agreements used to refinance revenue bonds for its dairy-based renewable natural gas project in Iowa, as well as carbon dioxide removal sales agreements with counterparties like Biorecro North America, LLC for credits associated with its carbon capture and sequestration facilities.
Investors can use annual reports on Form 10-K and quarterly reports on Form 10-Q (when available) to review segment information related to ethanol, renewable natural gas, and carbon activities, along with risk factors and management’s discussion and analysis. Current reports on Form 8-K capture governance developments such as the appointment of a new president who is expected to become chief executive officer, the adoption of third amended and restated bylaws, and other corporate actions.
On Stock Titan, these filings are complemented by AI-powered summaries that highlight key points from lengthy documents, helping readers understand complex items like tax credit transfer structures, carbon dioxide removal contracts, and project financing terms. Real-time updates from EDGAR ensure that new GEVO filings, including Forms 10-K, 10-Q, and 4 (insider transaction reports), are accessible as they are posted. This combination of primary documents and AI explanations can save time for users who want to track how Gevo structures its low-carbon fuel, RNG, and carbon credit businesses through formal SEC disclosures.
Gevo, Inc. reported Q1 2026 results with total revenue of $42.9 million and a net loss attributable to Gevo of $21.7 million, similar to the prior year. Revenue was driven mainly by ethanol and related products, which contributed over $37.9 million.
Operating loss narrowed to $4.9 million, but total other expense of $16.5 million led to the overall loss, including a $10.3 million loss on extinguishment of bonds and higher interest expense from new debt. Cash and cash equivalents were $78.9 million as of March 31, 2026.
The company expanded its senior secured term loan to $175 million at a 12% interest rate and used the proceeds to redeem legacy bonds, releasing $35.8 million of restricted cash. Gevo also generated $17.0 million of clean fuel production credits recorded as intangible assets, while transferring earlier credits tied to $52 million of tax benefits.
Gevo, Inc. reported first quarter 2026 revenue of $42,948,000, up from $29,109,000 a year earlier, while narrowing its loss from operations to $4,898,000 from $20,139,000. Net loss attributed to Gevo was $21,697,000, or $0.09 per share, unchanged per-share from 2025.
The company generated consolidated non-GAAP adjusted EBITDA of $8,532,000 versus a loss of $15,351,000 in 2025, reflecting stronger operations at its Gevo North Dakota segment. Management is targeting approximately $30 million of adjusted EBITDA in 2026, up from $17 million in 2025, and reiterates a goal of reaching a run-rate annualized $40 million of adjusted EBITDA by the end of 2026.
Gevo announced a preliminary agreement with Ara Energy to fund expansion at Gevo North Dakota, where it plans to effectively double capacity and expects debottlenecking to increase output by over 10% starting next year. The company is pursuing private capital financing for its Alcohol-to-Jet “Project North Star” and sees its low-carbon ethanol and carbon operations as a foundation to support this project financing.
Gevo, Inc. Chief Customer Marketing & Brand Officer Andrew Shafer exercised stock options for 5,550 shares of common stock at an exercise price of $0.71 per share and sold 5,550 common shares at a weighted average price of $2.0006 per share on May 1, 2026 under a Rule 10b5-1 trading plan.
Following these transactions he holds 270,823 shares directly and 16,865.25 shares indirectly through a 401(k) plan, with 185,850 stock options reported as outstanding after the option exercise, and a small 6.27-share 401(k) disposition previously covered plan administrative fees.
Gevo, Inc. General Counsel David Michael Kettner reported routine equity compensation and related tax withholding. He received 158,334 shares of restricted common stock that vest in three equal annual installments beginning on the April 1, 2026 grant date, contingent on continued service.
To cover tax obligations from a vesting restricted stock award, 25,118 shares of common stock were disposed of through issuer share withholding at an indicated value of $2.40 per share, rather than an open-market sale. After the tax-withholding disposition, one of his direct common stock positions shown in the filing totals 133,216 shares.
Gevo, Inc. Chief Commercial Officer James Kyle Dean reported routine equity compensation changes. He received a grant of 158,334 shares of restricted common stock at $0.00 per share. These restricted shares vest in three equal annual installments starting on the grant date, conditioned on his continuous service.
On the same date, 27,278 shares of common stock at $2.40 per share were withheld by Gevo to cover tax obligations triggered by the vesting of a prior restricted stock award. Following the tax-withholding disposition, his directly held common stock position was reported as 131,056 shares in that transaction.
Gevo, Inc. filed an initial insider ownership report for its General Counsel, David Michael Kettner. The Form 3 identifies him as an officer of the company but shows no reportable transactions or holdings, with all buy, sell, and derivative activity counts reported as zero.
Gevo, Inc. filed an initial ownership report for James Kyle Dean, who serves as Chief Commercial Officer. This Form 3 filing establishes his status as an insider of the company. The report does not list any specific transactions or derivative positions.
Gevo, Inc. has entered into a long-term consulting arrangement with its former Chief Executive Officer, Dr. Patrick R. Gruber. After his retirement on April 1, 2026, the company signed a Consulting Services Agreement with Patrick Gruber LLC on April 22, 2026, effective May 1, 2026.
Under this agreement, Dr. Gruber’s LLC will provide transitional consulting services for a monthly fee of $30,000, with the term running until March 31, 2029, unless earlier terminated by Gevo for Cause or upon Dr. Gruber’s death. The agreement includes customary confidentiality, work-product ownership, and indemnification provisions and is filed as an exhibit.
Gevo, Inc. has withdrawn its application for a U.S. Department of Energy loan guarantee tied to its ATJ-60 synthetic aviation fuel project in Lake Preston, South Dakota. The company cites EDF’s business objectives related to enhanced oil recovery, which are not yet commercially viable at scale in the project area, and its own preference for alternative financing and broader product offerings that better match its strategy and execution timeline.
The withdrawal, made on April 15, 2026 before the conditional commitment’s April 2026 expiration, preserves the option to reapply later. Gevo plans to keep advancing its announced ATJ-30 project in Richardton, North Dakota, which it states remains aligned with its overall strategy and execution timetable.
Gevo, Inc. will hold its 2026 Annual Meeting of Stockholders as a fully virtual event on May 20, 2026, for holders of common stock as of March 26, 2026. Stockholders will vote on electing three Class I directors to serve until 2029, ratifying Deloitte & Touche LLP as independent auditor for 2026, and approving an advisory say-on-pay resolution for named executive officers.
The proxy describes online participation and voting procedures, a one‑third quorum requirement based on 242,882,393 shares outstanding, board committee structures, director independence and compensation, and an executive pay program emphasizing equity awards, performance‑linked annual bonuses, and stock ownership guidelines for senior management and non‑employee directors.