Welcome to our dedicated page for Lucid Group SEC filings (Ticker: LCID), 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.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Lucid Group, Inc. (NASDAQ: LCID), a Silicon Valley-based manufacturer of the Lucid Air sedan and Lucid Gravity SUV. These documents offer detailed insight into Lucid’s capital structure, governance, stockholder actions and periodic operating updates, and complement the company’s press releases and investor presentations.
Lucid’s Form 8-K current reports are a key source of information about material events. Recent 8-K filings describe the issuance of 7.00% Convertible Senior Notes due 2031 in a Rule 144A private offering, including terms such as interest rate, maturity, conversion price, redemption conditions and ranking of the notes. The filings also explain how Lucid used a portion of the net proceeds to repurchase outstanding 1.25% Convertible Senior Notes due 2026 and intends to apply remaining proceeds to general corporate purposes. Related 8-K disclosures discuss a prepaid forward transaction entered into by Ayar Third Investment Company, a wholly owned subsidiary of the Public Investment Fund, and its role in facilitating derivative hedging by investors in the notes.
Other 8-K filings cover amendments to Lucid’s delayed draw term loan facility with Ayar, increasing the aggregate commitment and specifying associated fees, as well as quarterly production and delivery announcements that are furnished rather than filed. Additional reports describe corporate actions such as the approval and implementation of a one-for-ten reverse stock split via an amendment to Lucid’s certificate of incorporation, including the impact on outstanding and authorized shares and the treatment of fractional shares.
Lucid’s proxy materials, such as the definitive proxy statement on Schedule 14A for its special meeting, provide detail on stockholder proposals and voting results, including the authorization of the reverse stock split. The filings also outline how the company conducts virtual meetings, determines quorum and handles broker non-votes. Registration statements on Forms S-3 and S-8 are referenced in connection with the reverse split, with disclosures on how share amounts are proportionally adjusted under SEC rules.
On Stock Titan, Lucid’s SEC filings are updated as they are made available through EDGAR. AI-powered tools can help summarize lengthy documents like indentures, credit agreements and proxy statements, highlight key terms such as conversion rates, repurchase rights and voting outcomes, and surface references to financing arrangements, stockholder approvals and changes in capital structure. This allows investors and researchers to review LCID’s regulatory history more efficiently while retaining access to the full underlying filings.
Uber Technologies, Inc. reports beneficial ownership of 37,753,583 shares of Lucid Group, Inc. Class A common stock, representing 11.52% of the Class A shares. These shares are held through SMB Holding, an indirect, wholly owned subsidiary of Uber.
The ownership percentage was calculated based on 327,684,243 Class A shares issued as of February 18, 2026. The statement is signed by Balaji Krishnamurthy, Chief Financial Officer, dated April 20, 2026. CUSIP for the Class A shares is 549498202.
Uber Technologies, Inc. filed an initial ownership report showing a significant stake in Lucid Group, Inc. The filing lists beneficial ownership of 37,753,583 shares of Lucid Class A common stock. These shares are recorded in the name of SMB Holding Corporation, a wholly owned Uber subsidiary, indicating Uber’s position as a large, over ten-percent owner rather than reporting a new purchase or sale.
Lucid Group, Inc. director Silvio Napoli received new equity awards. He was granted employee stock options covering 1,000,000 shares of Class A common stock at an exercise price of $8.21 per share, expiring on April 15, 2036. He was also granted 402,073 restricted stock units that vest over four years, starting on June 5, 2027. Following these grants, he directly holds 402,073 shares of Class A common stock subject to time-based vesting.
The stock options are performance-based and split into five tranches. Each tranche vests only after both its scheduled time-based vesting date between April 15, 2028 and April 15, 2030 and certification that Lucid has achieved a specified market capitalization hurdle ranging from $5.0 billion to $17.5 billion, assuming Napoli remains employed through each vesting date.
Lucid Group, Inc. reported that Silvio Napoli is a director of the company in a Form 3 initial beneficial ownership filing. The filing shows no reported transactions or holdings, serving primarily as a baseline disclosure of his insider status with the company.
Lucid Group, Inc. entered an underwriting agreement with BofA Securities for an underwritten public offering of Class A common stock, providing aggregate net proceeds of approximately $291.5 million to Lucid.
Including a $200 million additional investment from Uber and a $550 million convertible preferred stock investment from Ayar Third Investment, the combined capital raise is expected to total approximately $1.05 billion, supporting Lucid’s strategic partnership with Uber and the Public Investment Fund and Uber’s commitment to at least 35,000 Lucid vehicles for its future global robotaxi service.
Lucid Group, Inc. entered an underwriting agreement with BofA Securities for an underwritten public offering of Class A common stock, providing aggregate net proceeds of approximately $291.5 million to Lucid.
Including a $200 million additional investment from Uber and a $550 million convertible preferred stock investment from Ayar Third Investment, the combined capital raise is expected to total approximately $1.05 billion, supporting Lucid’s strategic partnership with Uber and the Public Investment Fund and Uber’s commitment to at least 35,000 Lucid vehicles for its future global robotaxi service.
Lucid Group, Inc. entered an underwriting agreement with BofA Securities for an underwritten public offering of Class A common stock, providing aggregate net proceeds of approximately $291.5 million to Lucid.
Including a $200 million additional investment from Uber and a $550 million convertible preferred stock investment from Ayar Third Investment, the combined capital raise is expected to total approximately $1.05 billion, supporting Lucid’s strategic partnership with Uber and the Public Investment Fund and Uber’s commitment to at least 35,000 Lucid vehicles for its future global robotaxi service.
Lucid Group, Inc. is offering 36,057,692 shares of Class A common stock in a registered offering. The underwriter will purchase the shares at $8.112 per share, producing approximately $291.5 million of net proceeds to the company. Delivery is expected on or about April 15, 2026.
The prospectus supplement states there will be 363,423,754 shares outstanding after the offering. The company intends to use proceeds for general corporate purposes, including capital expenditures and working capital. The supplement also discloses related financing activity: a $550.0 million private placement of Series C preferred to Ayar (affiliate of PIF), a $200.0 million Uber common-stock private placement, and a $500.0 million draw under the DDTL Credit Facility; these items are subject to customary closing conditions.
Lucid Group, Inc. is offering 36,057,692 shares of Class A common stock in a registered offering. The underwriter will purchase the shares at $8.112 per share, producing approximately $291.5 million of net proceeds to the company. Delivery is expected on or about April 15, 2026.
The prospectus supplement states there will be 363,423,754 shares outstanding after the offering. The company intends to use proceeds for general corporate purposes, including capital expenditures and working capital. The supplement also discloses related financing activity: a $550.0 million private placement of Series C preferred to Ayar (affiliate of PIF), a $200.0 million Uber common-stock private placement, and a $500.0 million draw under the DDTL Credit Facility; these items are subject to customary closing conditions.
Lucid Group, Inc. is offering 36,057,692 shares of Class A common stock in a registered offering. The underwriter will purchase the shares at $8.112 per share, producing approximately $291.5 million of net proceeds to the company. Delivery is expected on or about April 15, 2026.
The prospectus supplement states there will be 363,423,754 shares outstanding after the offering. The company intends to use proceeds for general corporate purposes, including capital expenditures and working capital. The supplement also discloses related financing activity: a $550.0 million private placement of Series C preferred to Ayar (affiliate of PIF), a $200.0 million Uber common-stock private placement, and a $500.0 million draw under the DDTL Credit Facility; these items are subject to customary closing conditions.
Lucid Group, Inc. filed a shelf Form S-3 registration to offer shares of its common stock from time to time on a continuous or delayed basis. The prospectus states offerings will be made by prospectus supplements that set specific amounts and prices.
The registration emphasizes use of proceeds for general corporate purposes, notes Lucid is a "controlled company" (PIF/Ayar held over 50% voting power as of March 31, 2026), and references financing instruments including Redeemable Convertible Preferred Stock and Convertible Senior Notes. The prospectus incorporates recent SEC reports and identifies legal and tax disclaimers and principal risks.
Lucid Group, Inc. filed a shelf Form S-3 registration to offer shares of its common stock from time to time on a continuous or delayed basis. The prospectus states offerings will be made by prospectus supplements that set specific amounts and prices.
The registration emphasizes use of proceeds for general corporate purposes, notes Lucid is a "controlled company" (PIF/Ayar held over 50% voting power as of March 31, 2026), and references financing instruments including Redeemable Convertible Preferred Stock and Convertible Senior Notes. The prospectus incorporates recent SEC reports and identifies legal and tax disclaimers and principal risks.
Lucid Group, Inc. filed a shelf Form S-3 registration to offer shares of its common stock from time to time on a continuous or delayed basis. The prospectus states offerings will be made by prospectus supplements that set specific amounts and prices.
The registration emphasizes use of proceeds for general corporate purposes, notes Lucid is a "controlled company" (PIF/Ayar held over 50% voting power as of March 31, 2026), and references financing instruments including Redeemable Convertible Preferred Stock and Convertible Senior Notes. The prospectus incorporates recent SEC reports and identifies legal and tax disclaimers and principal risks.
Lucid Group, Inc. entered into two private placements and expanded its partnership with Uber. Ayar Third Investment Company agreed to invest $550 million in new Series C Convertible Preferred Stock, while Uber’s SMB Holding Corporation committed $200 million for Lucid Class A common stock.
Lucid and Uber also signed a Second Vehicle Production Agreement under which Uber and its fleet partners will purchase at least 25,000 Lucid Midsize Plus robotaxi vehicles, bringing Uber’s total Lucid purchase commitment to 35,000 vehicles. The preferred stock carries a 9% compounded dividend, senior to common stock, and includes detailed conversion, voting and redemption features.
Lucid amended its delayed draw term loan facility with Ayar, increasing outstanding and undrawn commitments to about $2.5 billion and removing a minimum liquidity covenant. Preliminary Q1 2026 results show revenue between $280–284 million, an operating loss of about $(1.0) billion, total liquidity of roughly $3.16 billion, production of 5,500 vehicles and deliveries of 3,093, with full-year production guidance of 25,000–27,000 vehicles reaffirmed.
Lucid Group, Inc. entered into two private placements and expanded its partnership with Uber. Ayar Third Investment Company agreed to invest $550 million in new Series C Convertible Preferred Stock, while Uber’s SMB Holding Corporation committed $200 million for Lucid Class A common stock.
Lucid and Uber also signed a Second Vehicle Production Agreement under which Uber and its fleet partners will purchase at least 25,000 Lucid Midsize Plus robotaxi vehicles, bringing Uber’s total Lucid purchase commitment to 35,000 vehicles. The preferred stock carries a 9% compounded dividend, senior to common stock, and includes detailed conversion, voting and redemption features.
Lucid amended its delayed draw term loan facility with Ayar, increasing outstanding and undrawn commitments to about $2.5 billion and removing a minimum liquidity covenant. Preliminary Q1 2026 results show revenue between $280–284 million, an operating loss of about $(1.0) billion, total liquidity of roughly $3.16 billion, production of 5,500 vehicles and deliveries of 3,093, with full-year production guidance of 25,000–27,000 vehicles reaffirmed.
Lucid Group, Inc. entered into two private placements and expanded its partnership with Uber. Ayar Third Investment Company agreed to invest $550 million in new Series C Convertible Preferred Stock, while Uber’s SMB Holding Corporation committed $200 million for Lucid Class A common stock.
Lucid and Uber also signed a Second Vehicle Production Agreement under which Uber and its fleet partners will purchase at least 25,000 Lucid Midsize Plus robotaxi vehicles, bringing Uber’s total Lucid purchase commitment to 35,000 vehicles. The preferred stock carries a 9% compounded dividend, senior to common stock, and includes detailed conversion, voting and redemption features.
Lucid amended its delayed draw term loan facility with Ayar, increasing outstanding and undrawn commitments to about $2.5 billion and removing a minimum liquidity covenant. Preliminary Q1 2026 results show revenue between $280–284 million, an operating loss of about $(1.0) billion, total liquidity of roughly $3.16 billion, production of 5,500 vehicles and deliveries of 3,093, with full-year production guidance of 25,000–27,000 vehicles reaffirmed.
Lucid Group, Inc. is appointing industrial executive Silvio Napoli as its next Chief Executive Officer, with his employment beginning April 15, 2026 as Executive Director based in Switzerland and board member, followed by CEO appointment once U.S. work authorization is obtained. Interim CEO Marc Winterhoff will return to his prior role as Chief Operating Officer.
Napoli will receive a $1,500,000 base salary, a target annual bonus equal to 200% of salary starting with 2026, and a 2026 long-term incentive grant targeting $9,500,000 split between restricted stock units and performance-based RSUs. He is also granted performance-based stock options over up to 1,000,000 shares tied to market capitalization hurdles between $5.0 billion and $17.5 billion. Winterhoff’s COO compensation includes a $1,000,000 base salary, enhanced bonus targets, a $5,400,000 long-term incentive target, and up to $5,000,000 in cash-based recognition and performance bonuses.
Lucid Group, Inc. is appointing industrial executive Silvio Napoli as its next Chief Executive Officer, with his employment beginning April 15, 2026 as Executive Director based in Switzerland and board member, followed by CEO appointment once U.S. work authorization is obtained. Interim CEO Marc Winterhoff will return to his prior role as Chief Operating Officer.
Napoli will receive a $1,500,000 base salary, a target annual bonus equal to 200% of salary starting with 2026, and a 2026 long-term incentive grant targeting $9,500,000 split between restricted stock units and performance-based RSUs. He is also granted performance-based stock options over up to 1,000,000 shares tied to market capitalization hurdles between $5.0 billion and $17.5 billion. Winterhoff’s COO compensation includes a $1,000,000 base salary, enhanced bonus targets, a $5,400,000 long-term incentive target, and up to $5,000,000 in cash-based recognition and performance bonuses.
Lucid Group, Inc. is appointing industrial executive Silvio Napoli as its next Chief Executive Officer, with his employment beginning April 15, 2026 as Executive Director based in Switzerland and board member, followed by CEO appointment once U.S. work authorization is obtained. Interim CEO Marc Winterhoff will return to his prior role as Chief Operating Officer.
Napoli will receive a $1,500,000 base salary, a target annual bonus equal to 200% of salary starting with 2026, and a 2026 long-term incentive grant targeting $9,500,000 split between restricted stock units and performance-based RSUs. He is also granted performance-based stock options over up to 1,000,000 shares tied to market capitalization hurdles between $5.0 billion and $17.5 billion. Winterhoff’s COO compensation includes a $1,000,000 base salary, enhanced bonus targets, a $5,400,000 long-term incentive target, and up to $5,000,000 in cash-based recognition and performance bonuses.
Lucid Group, Inc. reported operational metrics for the quarter ended March 31, 2026, stating it produced 5,500 vehicles and delivered 3,093 vehicles. Deliveries of the Lucid Gravity were disrupted for 29 days by a supplier quality issue with second-row seats, which limited the company’s ability to meet demand during the period.
Lucid said the seat issue has been resolved and reaffirmed its previously shared 2026 production guidance of 25,000–27,000 vehicles. The company plans to discuss full first quarter 2026 financial results on a conference call and webcast scheduled for May 5, 2026.