Lucid Group, Inc. filings document the regulatory record for an electric vehicle manufacturer with Class A common stock listed on Nasdaq under LCID. Its Form 8-K reports cover quarterly results, production and delivery totals, Regulation FD investor presentations, leadership and board matters, material agreements, and financing transactions.
Lucid’s filings also disclose capital-structure items such as common stock offerings, convertible preferred stock, delayed-draw term loan capacity, and strategic investments associated with PIF-affiliated Ayar Third Investment Company and Uber. Proxy materials describe shareholder voting matters, board governance, executive compensation, and equity-award disclosures.
Lucid Group, Inc. (LCID) drew $400 million under its existing Delayed Draw Term Loan facilities on October 6, 2026, pursuant to its agreement with Ayar Third Investment Company, an affiliate of the Public Investment Fund. After the draw, approximately $2.1 billion of principal was outstanding under the facilities, with approximately $400 million of additional borrowing capacity remaining.
Lucid Group, Inc. director Ori Winitzer sold 1,000 shares of Class A Common Stock at $4.12 per share on October 1, 2026. The sale was made under a Rule 10b5-1 trading plan adopted on March 2, 2026. After the sale, he directly held 65,263 shares.
Lucid Group, Inc. produced 2,954 vehicles and delivered 3,806 in the third quarter of 2026. Deliveries exceeded production as the company reduced existing vehicle inventory, part of its previously announced operating reset targeting $1.4 billion of cash flow improvements in 2026. Production declined sequentially, consistent with the elimination of a second shift at AMP-1 in June. Lucid also said demand for the Gravity continued to regain momentum.
Lucid will discuss third-quarter financial results on a conference call November 9, 2026, at 2:30 p.m. PT / 5:30 p.m. The company said net income and cash flow results will be announced with its full third-quarter financial results. Shareholders can submit and upvote questions starting October 23, 2026; the question platform closes November 6, 2026.
Lucid Group, Inc. (LCID) disclosed a Transition Agreement and Release with former Chief Financial Officer Taoufiq Boussaid. Beginning on the agreement’s Effective Date, he will serve as a Senior Advisor through December 31, 2026, receiving a monthly salary of $10,000, employee benefits, and continued equity award vesting during this period.
Subject to his continued employment through the Separation Date, execution and non-revocation of a release of claims, and other conditions in the Transition Agreement, Mr. Boussaid will receive amounts he is eligible for under the company’s Executive Severance Plan and prior offer letter, a prorated 2026 annual bonus of $156,390, and his company vehicle. The agreement also includes customary releases, confidentiality, non-disparagement, cooperation, and other restrictive covenants.
Lucid Group, Inc. (LCID) director Ori Winitzer reported selling 1,000 shares of Class A Common Stock on September 1, 2026 at a price of $4.80 per share. Following this sale, he directly holds 66,263 shares of Lucid stock. The sale was carried out under a Rule 10b5-1 trading plan adopted on March 2, 2026, indicating the transaction was pre-arranged.
Lucid Group, Inc. (LCID) reported that on August 24, 2026 it drew $400 million under its existing Delayed Draw Term Loan facilities with Ayar Third Investment Company, an affiliate of the Public Investment Fund. Including earlier draws of $500 million in April 2026 and $800 million in July 2026, the aggregate principal amount outstanding under this DDTL is now $1.7 billion, with about $800 million of additional borrowing capacity remaining.
The company also detailed a separation agreement with Gagan Dhingra, its former Senior Vice President of Finance and Accounting, following his departure effective August 14, 2026; terms include his retention of a company vehicle and waiver of certain tuition repayment obligations, subject to a release of claims. In addition, Lucid announced new leadership appointments: Shawn Mirabal as President of North America Commercial, Mike Molino as Vice President of Finance, and Angela Zepeda as Vice President, Global Marketing, with Mirabal and Zepeda reporting to Chief Customer Officer Billy Hayes and Molino reporting to CFO Alexander De Bock.
Lucid Group, Inc. reports that HRH Prince Alwaleed Bin Talal Bin Abdulaziz Alsaud has amended his Schedule 13G reporting his ownership in Lucid’s Class A common stock. HRH now beneficially owns 19,513,000 shares of Class A common stock, representing 4.95% of the class.
The ownership percentage was calculated using 394,070,176 Class A shares outstanding as of July 29, 2026, as disclosed in Lucid’s quarterly report for the period ended June 30, 2026. The filing states that HRH’s percentage interest fell below 5% due to an increase in Lucid’s outstanding shares, not a change in his share count. HRH holds sole voting and dispositive power over all 19,513,000 shares.
Lucid Group, Inc. has filed a prospectus supplement under its automatic shelf registration to register for resale certain existing securities held by investors. The registration covers up to 55,000 shares of Series C Convertible Preferred Stock issued to Ayar Third Investment Company, 51,651,489 shares of Class A Common Stock that may be issued upon conversion of that preferred stock as of June 30, 2026, and 24,038,462 shares of Class A Common Stock issued to SMB Holding Corporation, a subsidiary of Uber Technologies, Inc. Lucid states that no new shares will be issued or sold by the company in connection with this resale registration, which fulfills contractual obligations to Ayar and SMB. Ayar is subject to transfer restrictions on its Series C preferred and related common shares until April 2027, and SMB is subject to transfer restrictions on its common shares until October 2027.
Lucid Group, Inc. registered for resale by the Public Investment Fund and SMB Holding Corporation up to 55,000 shares of Series C Convertible Preferred Stock, 51,651,489 common shares issuable upon conversion as of June 30, 2026, and 24,038,462 common shares issued to SMB. Lucid will receive no proceeds from these resales, and no new common shares will be issued or sold by the company in connection with this supplement.
The securities arose from private placements dated April 14, 2026: Ayar received the preferred shares, while SMB agreed to purchase its common shares for an aggregate purchase price of $200 million. Ayar cannot sell the preferred stock or conversion shares until April 2027, and SMB cannot sell its shares until October 2027. Series C preferred dividends compound at 9% per annum; the stock ranks senior to common stock for dividends and distributions on liquidation.
DE BOCK ALEXANDER reported acquisition or exercise transactions in this Form 4 filing.
Lucid Group, Inc. reported that Chief Financial Officer Alexander De Bock received an award of 501,622 restricted stock units representing Class A Common Stock on August 5, 2026. These RSUs vest over four years: 1/4 on September 5, 2027 and the rest in twelve equal quarterly installments, subject to his continued employment. Following this award, he directly holds 501,622 shares.