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 seeks shareholder approval on multiple governance and compensation matters ahead of its virtual AGM. Management requests votes on ten proposals including constitutional amendments to align quorum and director election procedures with Nasdaq rules, a forum selection provision, updated advance notice rules, miscellaneous constitutional updates, approval of the 2025 Omnibus Incentive Plan, approvals for share repurchases tied to Prepaid Forward and Capped Call Transactions, and advisory "say-on-pay" and frequency votes. The proxy discloses Fiscal 2025 operational and financial results: revenue of $501 million (up 168% YoY), net income of $87 million (+$116m YoY), EBITDA of $278 million (+1,344% YoY) and Adjusted EBITDA of $270 million (+395% YoY). Key operational metrics: 2,910MW contracted grid power, 810MW operating data centers, 50 EH/s Bitcoin self-mining capacity, and ~1,900 NVIDIA GPUs. The proxy details executive pay structure, pay-for-performance mixes, large equity awards and a reported CEO pay ratio of 993:1. The proxy also discloses an accounting restatement for classification of Bitcoin sales cash flows and states no clawback recovery was required under the Restatement Clawback Policy.
IREN Limited seeks shareholder approval on multiple governance and compensation matters ahead of its virtual AGM. Management requests votes on ten proposals including constitutional amendments to align quorum and director election procedures with Nasdaq rules, a forum selection provision, updated advance notice rules, miscellaneous constitutional updates, approval of the 2025 Omnibus Incentive Plan, approvals for share repurchases tied to Prepaid Forward and Capped Call Transactions, and advisory "say-on-pay" and frequency votes. The proxy discloses Fiscal 2025 operational and financial results: revenue of $501 million (up 168% YoY), net income of $87 million (+$116m YoY), EBITDA of $278 million (+1,344% YoY) and Adjusted EBITDA of $270 million (+395% YoY). Key operational metrics: 2,910MW contracted grid power, 810MW operating data centers, 50 EH/s Bitcoin self-mining capacity, and ~1,900 NVIDIA GPUs. The proxy details executive pay structure, pay-for-performance mixes, large equity awards and a reported CEO pay ratio of 993:1. The proxy also discloses an accounting restatement for classification of Bitcoin sales cash flows and states no clawback recovery was required under the Restatement Clawback Policy.
Anthony J. Lewis, Chief Financial Officer of IREN Ltd (IREN), filed an Initial Statement of Beneficial Ownership (Form 3) disclosing total holdings of 238,515 ordinary shares. The filing shows 194,515 shares held directly as restricted stock units that will vest if vesting conditions are met, and 44,000 shares held indirectly by a family member, which Mr. Lewis disclaims beneficial ownership of except for any pecuniary interest.
Anthony J. Lewis, Chief Financial Officer of IREN Ltd (IREN), filed an Initial Statement of Beneficial Ownership (Form 3) disclosing total holdings of 238,515 ordinary shares. The filing shows 194,515 shares held directly as restricted stock units that will vest if vesting conditions are met, and 44,000 shares held indirectly by a family member, which Mr. Lewis disclaims beneficial ownership of except for any pecuniary interest.
Daniel John Roberts, a director and Co-Chief Executive Officer of IREN Ltd (IREN), reported a sale of ordinary shares on 09/11/2025. The Form 4 shows a disposition of 1,000,000 ordinary shares at a price of $33.131 per share. After the reported transaction, the filing states the reporting person beneficially owns 13,989,696 shares indirectly through the Awassi Capital Trust #2, over which he has control of the trustee. The filing includes a disclaimer that he disclaims beneficial ownership except to the extent of his pecuniary interest.
IREN Limited filed a Form 144 notifying the proposed sale of 1,000,000 ordinary shares through B. Riley Securities on NASDAQ, scheduled approximately for 09/11/2025. The filing lists an aggregate market value of $33,131,000 and reports 274,282,163 shares outstanding. Acquisition details show portions of the shares were originally received from the issuer as subscriber shares on 11/06/2018 (490,732 shares) and from restricted stock unit vestings on 06/19/2023 (237,722 shares) and 07/01/2023 (271,546 shares), with payments characterized as cash or remuneration. The filing also discloses two option-related sales by Awassi Capital entities on 09/03/2025 and 09/04/2025 totaling 1,000,000 option shares that generated gross proceeds of about $24.5 million. The filer certifies no undisclosed material adverse information.
William G. Roberts, Co-Chief Executive Officer and Director of IREN Ltd (IREN), reported a sale of ordinary shares on 09/11/2025. The Form 4 shows a disposition of 1,000,000 ordinary shares at a price of $33.131 per share. Following the transaction, the reporting person is recorded as beneficially owning 13,989,696 ordinary shares indirectly through Awassi Capital Trust #1, over which he has control of the trustee. The filing disclaims direct beneficial ownership except to the extent of his pecuniary interest in the trust.
IREN Limited filed a Form 144 notifying the proposed sale of 1,000,000 ordinary shares through B. Riley Securities on NASDAQ with an approximate aggregate market value of $33,131,000. The filing lists total shares outstanding as 274,282,163 and an approximate sale date of 09/11/2025. Acquisition history for the shares to be sold is provided: 490,732 shares originally received from the issuer on 11/06/2018 and three restricted-stock-unit-related lots totaling 509,268 shares with acquisition dates in 06/19/2023 and 07/01/2023 (vested July 1, 2024) paid as remuneration. The filing also discloses recent related transactions: two option-related sales of 500,000 shares each on 09/03/2025 and 09/04/2025 with gross proceeds shown.
IREN Limited announced a leadership change in its finance team. On September 8, 2025, Anthony Lewis, previously the company’s Chief Capital Officer, was appointed as Chief Financial Officer. He brings prior experience from Macquarie Group, where he held senior treasury and capital roles.
Former CFO Belinda Nucifora ceased employment with the company effective the same date and will receive payments and benefits under her existing contractual terms, which the company has previously disclosed. The company also issued a press release on September 8, 2025, to announce Mr. Lewis’s appointment and Ms. Nucifora’s departure.
IREN Limited announced a leadership change in its finance team. On September 8, 2025, Anthony Lewis, previously the company’s Chief Capital Officer, was appointed as Chief Financial Officer. He brings prior experience from Macquarie Group, where he held senior treasury and capital roles.
Former CFO Belinda Nucifora ceased employment with the company effective the same date and will receive payments and benefits under her existing contractual terms, which the company has previously disclosed. The company also issued a press release on September 8, 2025, to announce Mr. Lewis’s appointment and Ms. Nucifora’s departure.
Daniel John Roberts, identified as a Director and Co-Chief Executive Officer of IREN Limited (IREN), filed a Form 4 reporting option transactions dated 09/03/2025 and 09/04/2025. The filing reports two sets of stock options to purchase ordinary shares that expire on December 20, 2025, each for 500,000 options. The exercise price of each option is AUD $5.005 per share (converted at the filing exchange rate to USD $3.27 per option). The filing states the options are fully vested and exercisable and are held through the Awassi Capital Trust #2, with the reporting person disclaiming beneficial ownership except for his pecuniary interest. The filing includes a signature dated 09/05/2025.
William Gregory Roberts, a director and Co-Chief Executive Officer of IREN Limited, filed a Form 4 reporting two derivative security transactions dated 09/03/2025 and 09/04/2025. The filings relate to options to purchase ordinary shares that expire on December 20, 2025. Each reported line shows 500,000 options with an exercise price of AUD $5.005 per share, converted using the transaction date exchange rate of USD $1.00 = AUD $1.53 (reported as USD $3.27 per option). The Form states the options are fully vested and exercisable and are held through Awassi Capital Trust #1, with the reporting person disclaiming beneficial ownership except for his pecuniary interest. The filing was signed by an attorney-in-fact on 09/05/2025.
IREN Limited filed a post-effective amendment to its shelf registration and a prospectus supplement dated August 28, 2025, updating offerings under its Form S-3. The filing registers loan-funded shares and ordinary share resales, including up to 1,214,935 ordinary shares related to loan agreements and up to 2,000,000 ordinary shares potentially issuable to B. Riley Capital, LLC from exercisable options. A sales agreement prospectus supplement contemplates at-market sales under an amended issuance agreement with multiple dealers, including capacity to issue and sell up to $1,000,000,000 of ordinary shares under the sales agreement prospectus supplement.
The prospectus states use of any net proceeds for growth initiatives such as hardware purchases, data center development and working capital. It discloses key metrics: 271,980,494 ordinary shares outstanding as of August 15, 2025; 7,878,554 options outstanding at a weighted-average exercise price of $47.77; and 30,066,642 restricted share units outstanding. It reiterates material risks including Bitcoin price and global hashrate volatility, electricity and supply constraints, evolving tax and regulatory treatment of digital assets, potential litigation and financing risks, and that the last reported Nasdaq sale price was $22.36 on August 27, 2025.
IREN Limited filed a post-effective amendment to its shelf registration and a prospectus supplement dated August 28, 2025, updating offerings under its Form S-3. The filing registers loan-funded shares and ordinary share resales, including up to 1,214,935 ordinary shares related to loan agreements and up to 2,000,000 ordinary shares potentially issuable to B. Riley Capital, LLC from exercisable options. A sales agreement prospectus supplement contemplates at-market sales under an amended issuance agreement with multiple dealers, including capacity to issue and sell up to $1,000,000,000 of ordinary shares under the sales agreement prospectus supplement.
The prospectus states use of any net proceeds for growth initiatives such as hardware purchases, data center development and working capital. It discloses key metrics: 271,980,494 ordinary shares outstanding as of August 15, 2025; 7,878,554 options outstanding at a weighted-average exercise price of $47.77; and 30,066,642 restricted share units outstanding. It reiterates material risks including Bitcoin price and global hashrate volatility, electricity and supply constraints, evolving tax and regulatory treatment of digital assets, potential litigation and financing risks, and that the last reported Nasdaq sale price was $22.36 on August 27, 2025.