Welcome to our dedicated page for IREN SEC filings (Ticker: IREN), 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.
IREN Limited filings document an Australian public company reporting on AI cloud infrastructure, data center capacity, GPU deployments and related capital markets activity. Recent Form 8-K disclosures furnish quarterly operating and financial results, conference-call transcripts and press releases tied to the company’s AI cloud and data center platform.
The filing record also covers material-event disclosures for convertible senior notes, capped call use of proceeds, at-the-market ordinary-share issuance arrangements, and amendments to sales-agent agreements. Governance filings describe shareholder-approved constitutional changes, director-election provisions, meeting mechanics, forum selection language, universal proxy updates and the company’s omnibus incentive plan.
IREN Limited announced new multi-year AI cloud services contracts with leading AI developers totaling $2.8bn in contract value. Based on these agreements, the company raised its year-end 2026 Cloud annualized run-rate revenue (ARR) target from $3.7bn to more than $4bn, with about 85% of that target now under contract.
The customer base now includes Microsoft, NVIDIA and a range of specialized AI firms across bare metal and managed cloud services. Recent contracts feature customer prepayments covering roughly 45% of associated GPU capital expenditure, lowering IREN’s net funding needs for those deployments. Across the portfolio, customer contracts have a weighted average term of about 4 years, and demand from hyperscalers, enterprises and AI developers exceeds current and planned capacity.
Management highlighted rapid expansion of the vertically integrated AI Cloud platform, growing self-built capacity from around 3MW to 480MW being delivered in 2026, with 1.2GW targeted for 2027. As of June 30, 2026, IREN held approximately $7.6bn in cash and cash equivalents to support its data center and GPU deployment program.
Lewis Anthony J reported acquisition or exercise transactions in this Form 4 filing.
IREN Ltd Chief Financial Officer Anthony J. Lewis received a grant of 26,968 restricted stock units of Ordinary Shares at no cash cost. These units will vest only if he meets the stated vesting conditions. Following this grant, he directly holds 221,483 Ordinary Shares. An additional 44,000 Ordinary Shares are held indirectly by a family member, with Lewis disclaiming beneficial ownership except for any pecuniary interest.
IREN Ltd director Christopher Guzowski reported a mix of equity compensation and prior share sales. He received 6,657 Ordinary Shares on July 1, 2026 as a grant of restricted stock units, at a stated price of $0.00 per share, which will vest only if specified conditions are met.
The filing also reports an earlier open-market sale on September 16, 2025 of 11,958 Ordinary Shares at $36.32 per share. Following the most recent grant, Guzowski directly holds 45,825 Ordinary Shares of IREN Ltd.
Parasuraman Sunita reported acquisition or exercise transactions in this Form 4 filing.
IREN Ltd director Parasuraman Sunita received a grant of 6,657 restricted stock units representing Ordinary Shares. The award was granted at a price of $0.00 per share as equity compensation and will vest only if specified vesting conditions are met. Following this grant, the director holds 76,691 Ordinary Shares directly.
IREN Ltd director and Co-CEO Daniel John Roberts reported compensation-related equity awards and vesting events tied to Awassi Capital Trust #2. The filing shows acquisitions of ordinary shares at no cost through grants and vesting of restricted stock units rather than open-market purchases.
The fiscal 2027 RSU grant will vest in equal annual installments over four years, followed by a two-year post-vesting holding period, creating a combined six-year vesting and holding timeline that extends to fiscal year 2033 for the final installment. Because of this long-term award, Roberts will not receive further equity incentive awards until the company’s 2031 fiscal year.
IREN Ltd disclosed that Awassi Capital Trust #1, an entity associated with Co‑Chief Executive Officer William Gregory Roberts, indirectly acquired two blocks of ordinary shares, in amounts of 552,197 and 9,099,328 shares at a stated price of $0.00 per share. These transactions reflect a grant of restricted stock units (RSUs) for fiscal year 2027 and the vesting of a prior TSR performance RSU award. The new RSU grant will vest in equal annual installments over a four‑year period and then remain subject to a two‑year post‑vesting holding period, creating a combined six‑year vesting and holding timeline that extends to the 2033 fiscal year for the final installment. As a result of this long‑dated award, Roberts is not scheduled to receive additional equity incentive grants under the company’s program until the 2031 fiscal year. The filing notes that the ordinary shares and RSUs are held through Awassi Capital Trust #1, where Roberts has control over the trustee but disclaims beneficial ownership except to the extent of his pecuniary interest.
ALFRED MICHAEL reported acquisition or exercise transactions in this Form 4 filing.
IREN Ltd director Alfred Michael reported a new equity grant and updated holdings. He received 6,657 Ordinary Shares at a price of $0.00 per share as a grant of restricted stock units that vest only if he meets specified vesting conditions. Following this grant, he owns 127,606 Ordinary Shares directly. He is also shown as having indirect ownership of 750,461 Ordinary Shares through Alpine Fox LP, over which he has control, while disclaiming beneficial ownership except to the extent of his pecuniary interest.
IREN Ltd director Bartholomew David James received an equity award from the company. On this Form 4, he acquired 8,369 ordinary shares at a stated price of $0.00 per share, representing a grant of restricted stock units that vest upon meeting vesting conditions. Following this award, he directly holds 153,574 ordinary shares.
IREN Limited approved significant new equity awards for its two Co-Chief Executive Officers, William Roberts and Daniel Roberts. Each Co-CEO is scheduled to receive 9,099,328 restricted stock units, granted under the IREN Limited 2025 Omnibus Incentive Plan.
The RSUs will vest in equal annual installments over four years starting on or about July 1, 2026, subject to continued employment. After each vesting date, the shares are subject to an additional two-year post-vesting holding period, extending to the 2033 fiscal year for the final tranche.
The Board, following a review by its independent compensation consultant, chose this structure to support retention and long-term alignment with shareholders. Neither Co-CEO will receive another equity incentive grant until the Company’s 2031 fiscal year.
IREN Limited, through its wholly owned subsidiary IE US Hardware 3 LLC, has arranged approximately $3.6 billion in new financing to help fund GPU infrastructure for its dedicated GPU services contract with Microsoft in Childress, Texas.
The package includes a $1.5 billion delayed draw term loan bearing interest at term SOFR plus 2.25%, and $2.1 billion of 5.96% senior notes due on December 31, 2031, both available to be drawn in tranches until May 29, 2027.
Hardware 3’s obligations are secured by all its assets, including the GPUs and cash flows from the Microsoft contract, and are subject to covenants such as maintaining a minimum debt service coverage ratio of 1.05:1.00, with additional prepayment triggers tied to coverage and loan-to-cost ratios.