Welcome to our dedicated page for LITHIUM AMERICAS SEC filings (Ticker: LAC), 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.
Lithium Americas Corp. filings document its Thacker Pass lithium project, consolidated financial reporting, project financing, and public-company governance. Form 10-K and 10-Q disclosures cover audited and interim financial statements, operating updates, construction spending, and risk factors related to a development-stage lithium resource and processing project.
Material-event reports describe at-the-market equity distribution agreements, DOE ATVM loan amendments, warrant and registration-rights arrangements, and other capital-structure matters. Proxy materials cover annual meeting business, director elections, board composition, executive compensation, and shareholder voting for the company’s common shares listed on the NYSE and Toronto Stock Exchange.
Lithium Americas Corp. entered into an Equity Distribution Agreement with TD Securities (USA) LLC to establish an at-the-market equity program. The company may from time to time sell common shares with an aggregate offering price of up to US$250,000,000 through the agent.
TD Securities will act as sales agent and/or principal and receive a commission of up to 3.0% of the gross proceeds from each sale, plus reimbursed expenses. Shares will be issued under an effective shelf registration statement, and any net proceeds are intended for general corporate purposes, including overhead, capital expenditures, debt repayment and working capital.
Lithium Americas Corp. has established an $250,000,000 at-the-market equity program with TD Securities under a Sales Agreement dated March 19, 2026, permitting sales of Common Shares from time to time on the NYSE or through other permitted methods.
The company also maintains a shelf registration for up to $1,000,000,000 of securities. Net proceeds from any sales under the Sales Agreement will be used for general corporate purposes, which may include project and corporate overhead, capital expenditures, repayment of indebtedness and working capital. The prospectus supplement states there were 347,369,613 Common Shares outstanding as of March 18, 2026.
Lithium Americas Corp. reported 2025 results and a major update on its Thacker Pass lithium project. The Company had cash and restricted cash of $905.6 million and total assets of $2,579.0 million as of December 31, 2025, reflecting DOE loan draws and equity issuance.
Thacker Pass development is advancing, with $982.8 million of construction and related costs capitalized to date, including $862.6 million within a total Phase 1 Capex estimate of $2.93 billion. 2026 Capex guidance for Phase 1 is $1.2–$1.5 billion, plus $30–$40 million in other development costs and $45–$55 million in capitalized interest. Operating expenses rose to $52.8 million and net loss to $86.3 million, or $0.50 per share, as the Company scaled construction, corporate functions and financing activities.
Lithium Americas Corp. provides a detailed update on developing its flagship Thacker Pass lithium project in Nevada and the financing structure behind it. The company is building a large-scale, multi‑phase mine and processing complex targeting up to 160,000 tonnes per year of battery‑grade lithium carbonate across five phases, with Phase 1 designed for 40,000 tonnes per year.
To fund Phase 1, Lithium Americas has assembled a capital stack centered on a U.S. Department of Energy loan of up to approximately $2.23 billion, a $625 million joint venture with General Motors for a 62%/38% ownership split, and a $250 million strategic investment from Orion Resource Partners. Several at‑the‑market equity programs and government grants further support construction and related infrastructure such as a transloading terminal and workforce housing.
Construction is advancing with Bechtel as EPCM contractor. The company reports major 2025 milestones including extensive earthworks, foundations, structural steel, and long‑lead equipment installation, with mechanical completion of Phase 1 targeted for late 2027 and ramp‑up through 2028. A technical development center in Reno continues to de‑risk processing flowsheets. The report also outlines extensive risk factors, emphasizing permitting, execution, market, financing and regulatory uncertainties tied to the single key asset, Thacker Pass.
Lithium Americas Corp. director Zach Kirkman filed a Form 4 insider report that, in this excerpt, shows no share purchases or sales. The transaction summary lists zero buys, zero sells, and no other share movements, indicating no reportable trading activity for this period.
Orion Resource Partners (USA) LP reports beneficial ownership of 29,226,660 common shares of Americas Corp., representing about 8.8% of the company’s outstanding common shares. This position comes from a convertible note held by an affiliated fund, which can be converted at $3.78 per share.
Conversions are limited by a “Blocker” that prevents Orion and its affiliates from exceeding 9.99% ownership, with a possible increase to a 19.99% cap at least 60 days after giving notice. Orion has sole voting and dispositive power over the reported shares and states the holdings are in the ordinary course of business, not to influence control.
Lithium Americas Corp. reported that director Zach Kirkman has decided to resign from its Board of Directors, effective March 1, 2026. The company states that his resignation is not due to any disagreement regarding its operations, policies, or practices.
Mr. Kirkman was nominated to the board by General Motors Holdings LLC and plans to leave his role at General Motors on the same effective date to pursue other opportunities. The filing is signed on behalf of Lithium Americas by Chief Executive Officer Jonathan Evans.
Americas Corp. executive Timothy Ambrose Crowley exercised restricted share units into common shares. On February 9, 2026, 7,836 restricted share units were converted into 7,836 common shares at a price of $0 per share, increasing his directly owned stake to 168,750 common shares.
Lithium Americas Corp. executive Edward Grandy, Sr VP, General Counsel and Secretary, exercised restricted share units into common shares. On February 9, 2026, 8,707 RSUs were converted into 8,707 common shares at an exercise price of $0 per share through a derivative exercise.
Following this transaction, Grandy directly beneficially owned 182,079 common shares of Lithium Americas Corp. The RSUs originated from a grant made on February 9, 2023, that vests in three equal annual installments beginning in 2024.
General Motors Holdings LLC and General Motors Company report updated ownership in Lithium Americas Corp. They beneficially own 15,002,243 common shares, representing 4.94% of Lithium Americas’ outstanding shares based on 303,488,288 shares outstanding as of November 12, 2025, so they no longer hold more than 5%.
The amendment also describes a Put, Call and Exchange Agreement with the U.S. Department of Energy related to penny warrants in Lithium Nevada Ventures LLC. Depending on future elections, the DOE’s JV warrants may be sold to GM’s affiliate or exchanged into a warrant for Lithium Americas common shares using a defined conversion formula.