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. is registering up to 69,108,837 shares of Class A Common Stock for resale by identified selling stockholders.
The registration covers 13,715,121 shares issued to SMB Holding Corporation in a private placement under the July 16, 2025 Uber Subscription Agreement and 55,393,716 shares tied to Ayar’s Prepaid Forward Transactions. The registration is being made to fulfill contractual obligations; the company will not receive proceeds from any resales and SMB cannot sell its shares until March 2027.
Lucid Group, Inc. files its annual report outlining how it is building a premium electric-vehicle business around in-house technology, vertical integration, and a direct-to-consumer sales model. The company’s Lucid Air sedan and Lucid Gravity SUV target the global luxury EV segment with high efficiency, long range, and fast charging.
Lucid has expanded manufacturing with its AMP-1 plant in Arizona, now sized for 90,000 vehicles per year, and is developing its AMP-2 facility in Saudi Arabia with planned fully integrated capacity of 150,000 units and a semi knocked-down line. A new midsize platform scheduled for late 2026 aims at higher-volume, more affordable segments.
The report highlights proprietary powertrain, battery, software, and ADAS technology, a growing global studio and service network, regulatory and environmental compliance, strategic partnerships with Aston Martin, Uber and Nuro, and a strong focus on workplace safety, inclusion, and human capital to support long-term growth.
Lucid Group shareholder files notice to sell stock under Rule 144. The filing shows a planned sale of 273,048 shares of common stock on the NASDAQ, handled through Morgan Stanley Smith Barney, with an aggregate market value of $2,822,736.32 based on the figures disclosed.
The shares were acquired on February 3, 2026 through a stock option transaction with the issuer, paid in cash on the same date. The notice also reports that Eric M. Bach previously sold 102,827 common shares on December 29, 2025 for gross proceeds of $1,146,006.92.
Lucid Group, Inc. filed an update on compensation arrangements for its Chief Financial Officer, Taoufiq Boussaid. On January 20, 2026, the Board’s Compensation and Human Capital Committee, working with its independent consultant Pay Governance LLC, approved several adjustments to benefits originally outlined in his November 15, 2024 offer letter. The Committee extended his temporary housing subsidy from six months to twelve months and increased his annual stipend from $100,000 to $200,000 based on a reassessment of his personal cost to participate in the French retirement system. It also approved repatriation benefits and two years of tax and immigration support benefits, with the total for these items capped at $275,000, tied to his status as a French national and payable if he experiences an Involuntary Termination Without Cause. These changes are documented in an offer letter amendment filed as exhibit 10.1.
Bank of America Corporation filed an amended Schedule 13G for its holdings in Lucid Group, Inc. Class A common stock. The firm reports beneficial ownership of 3,450,865 shares, representing 1.1% of Lucid’s Class A stock, with shared voting power over 3,439,889 shares and shared dispositive power over 3,450,865 shares as of September 30, 2025.
This amendment replaces an earlier filing to correct the figures after Lucid’s 1-for-10 reverse stock split on September 2, 2025 and to properly account for securities convertible into Class A stock, using 324,164,267 shares outstanding as the base. The filing states that Bank of America’s beneficial ownership has never exceeded 5% of Lucid’s outstanding Class A shares and that the securities are held in the ordinary course of business, not to change or influence control of Lucid.
Ayar Third Investment Company, a wholly-owned subsidiary of Public Investment Fund of Saudi Arabia, reported a large prepaid forward share purchase transaction tied to Lucid Group, Inc. Class A common stock. Under this privately negotiated contract with Citibank N.A., Ayar will purchase 37,477,050 shares of Lucid Class A common stock for $636,735,079.50, with delivery of those shares to occur no later than November 1, 2031, while the forward counterparty may settle its delivery obligations earlier. The derivative security is described as a forward purchase contract with a conversion or exercise price of $16.99 and an exercisable and expiration date of November 1, 2031. The transaction was entered into in connection with the pricing of Lucid's offering of $975,000,000 aggregate principal amount of 7.00% convertible senior notes due 2031, whose issuance settled on November 17, 2025. All share amounts give effect to Lucid's 1-for-10 reverse stock split effective on August 29, 2025.
Lucid Group, Inc. disclosed that its Chief Financial Officer, Taoufiq Boussaid, had shares withheld in connection with equity compensation. On December 5, 2025, 4,498 shares of Class A common stock were withheld by the company at a price of $14.15 per share to cover tax withholding and remittance obligations tied to the vesting of previously granted time-based restricted stock units.
After this tax-related withholding, Boussaid beneficially owns 88,648 shares of Lucid’s Class A common stock held directly. The transaction reflects routine administration of equity awards rather than an open-market stock sale.
Lucid Group, Inc. completed a private offering of $975,000,000 aggregate principal amount of 7.00% Convertible Senior Notes due 2031 to qualified institutional buyers under Rule 144A. Net proceeds were about $962.4 million, most of which funded the repurchase of approximately $755.7 million principal amount of its existing 1.25% Convertible Senior Notes due 2026, with the balance for general corporate purposes. The new notes are convertible at an initial rate of 48.0475 shares per $1,000 (about $20.81 per share), with a maximum initial conversion rate of 58.8581 shares per $1,000, allowing initially up to 57,386,647 shares to be issued upon conversion. Lucid also disclosed a prepaid forward transaction under which Ayar aims to purchase approximately $636.7 million of Lucid common stock, which, together with related hedging, may affect trading in Lucid’s shares and the notes.
Lucid Group (LCID) announced a private convertible note financing. The company commenced, subject to market and other conditions, a private offering of $875,000,000 aggregate principal amount of Convertible Senior Notes due 2031 under Rule 144A to qualified institutional buyers. Lucid also expects to grant the initial purchasers an option to buy up to an additional $100,000,000 of notes within 13 days of first issuance.
Concurrently, Lucid may repurchase for cash a portion of its outstanding 1.25% Convertible Senior Notes due 2026 in separately negotiated transactions; there is no assurance of the amount or terms. In connection with pricing, Ayar Third Investment Company expects to enter a privately negotiated prepaid forward to purchase shares, with delivery expected around the notes’ maturity and an option for cash settlement. Lucid intends to pay Ayar a periodic cash fee initially accruing at 0.5% per annum on the prepaid forward amount. The company notes related hedging activity may affect the market price of Lucid’s common stock and the notes.
Lucid Group (LCID) filed its Q3 report, showing higher sales but continued heavy losses. Revenue reached $336,580,000, up from $200,038,000 a year ago, while loss from operations was $(942,019,000). Net loss was $(978,428,000) for the quarter and $(1,884,031,000) for the nine months. The company effected a one-for-ten reverse stock split on August 29, 2025; 324,168,457 common shares were outstanding as of October 30, 2025.
Liquidity actions were significant. Year to date, the company issued $1,100,000,000 of 2030 convertible notes, repurchased $931,433,000 of 2026 notes, and raised $300,000 under a 2025 Subscription Agreement. Cash and cash equivalents were $1,635,120,000, with short- and long‑term investments of $701,906,000 and $656,249,000, respectively. Inventory increased to $981,062,000 as production of Lucid Air and Lucid Gravity continued.
Total assets were $8,823,038,000 and total liabilities $5,101,949,000. Redeemable convertible preferred stock totaled $1,920,711,000, and accumulated deficit reached $(14,796,725,000). The company renewed and expanded its GIB credit facility to SAR 1.9 billion (approximately $506.6 million) and, subsequent to quarter end, amended its delayed draw term loan to $1,980,000,000.