Gevo, Inc. filings document the company’s renewable-fuels business, Nasdaq-listed common stock, operating results and material corporate events. Form 8-K reports include quarterly and annual financial results, business updates for low-carbon ethanol, carbon management, synthetic aviation fuel initiatives, and material financing or refinancing arrangements involving company subsidiaries.
Proxy and governance filings cover director elections, board composition, auditor ratification, executive compensation votes and officer transitions. The filing record also documents credit agreements, working-capital facilities, renewable natural gas project debt matters, compensatory arrangements and other disclosures related to Gevo’s capital structure, governance and project-development strategy.
Gevo, Inc. CEO Paul D. Bloom reported new equity compensation awards and updated holdings. He received 670,732 shares of restricted common stock that vest in three equal annual installments beginning on the first anniversary of the grant date, contingent on continued service. He was also granted 774,967 stock options exercisable at $1.64 per share, vesting on the same three-year schedule and expiring on May 19, 2036. Following the grants, he holds 1,594,323 shares of common stock directly and 28,134.05 shares indirectly through a 401(k) plan, which reflects 6,165.91 shares acquired and 71.03 shares disposed to cover plan administrative fees over the stated period.
Gevo, Inc. reported updated insider equity activity for Chief Commercial Officer James Kyle Dean. On April 1, 2026, Dean received a grant of 158,334 shares of restricted common stock that vest in three equal annual installments, conditioned on continued service.
On the same date, 25,118 shares of common stock were withheld by Gevo to cover tax withholding obligations upon vesting of a restricted stock award at $2.40 per share. After this tax-withholding disposition, Dean directly held 133,216 shares of common stock from that award. The filing is an amendment correcting a previously reported error in the number of shares subject to tax withholding.
Gevo, Inc. reported compensation-related equity transactions for its General Counsel, David Michael Kettner. He received 158,334 shares of restricted common stock that vest in three equal annual installments beginning on the grant date, conditioned on his continued service with the company. To cover tax withholding obligations upon vesting of a restricted stock award, the issuer withheld 27,278 shares of common stock at $2.40 per share as a non-market disposition. The amendment corrects an inadvertent error in the previously reported amount of securities subject to this tax withholding.
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.