Welcome to our dedicated page for XCF GLOBAL SEC filings (Ticker: SAFX), 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.
The SEC filings for XCF Global, Inc. (Nasdaq: SAFX) provide detailed insight into how the company is building and financing its sustainable aviation fuel (SAF) platform, structuring its capital, and managing listing and governance obligations. Through this page, investors can review XCF Global’s Forms 10‑K and 10‑Q when filed, as well as current reports on Form 8‑K, registration statements on Form S‑1 and S‑1/A, and other key disclosures.
Recent 8‑K filings describe material events such as the completion of a business combination with Focus Impact BH3 Acquisition Company, a SPAC transaction that made XCF Global a publicly traded company, and subsequent agreements to convert certain payables and promissory notes into shares of Class A common stock. These filings detail transactions with parties including Encore DEC, LLC and GL Part SPV I, LLC, and outline how ownership stakes and lock‑up provisions are structured. Other 8‑Ks discuss promissory notes with institutional lenders, an equity line of credit with Helena Global Investment Opportunities I Ltd., and a binding term sheet with New Rise Australia Pty. Ltd. for an exclusive licensing and development partnership in Australia focused on SAF and renewable diesel facilities.
XCF Global’s registration statements on Form S‑1 and S‑1/A register substantial blocks of Class A common stock for resale by selling stockholders and in connection with the equity line of credit. These documents explain the company’s status as a smaller reporting company and emerging growth company, describe private placement warrants and their terms, and provide background on the business combination that created the current public entity. Amendments to earlier 8‑K reports supply audited and unaudited historical financial statements for XCF Global Capital, Inc., New Rise Renewables, and the combined company, along with pro forma financial information.
In December 2025, XCF Global filed an 8‑K disclosing that it had received a notice from Nasdaq stating that the company was not in compliance with the minimum bid price requirement for continued listing on the Nasdaq Capital Market. The filing explains the 180‑day compliance period, potential for an additional period, and notes that the company’s stock continues to trade under the symbol SAFX.
Stock Titan’s SEC filings page brings these documents together with AI‑powered tools that can help readers quickly understand complex regulatory language. Summaries can highlight key terms in XCF Global’s 10‑K and 10‑Q reports, explain capital structure and dilution described in S‑1 filings, and surface important details from 8‑Ks on financings, related‑party transactions, and strategic agreements. Users can also track insider ownership and any Form 4 filings when available, alongside the company’s broader disclosure record.
XCF Global, Inc. (Nasdaq: SAFX) reported Q2 2025 results. The company closed its business combination on June 6, 2025 and began selling renewable diesel under a supply and offtake agreement with Phillips 66. Revenue reached $6.6 million, all from renewable diesel and related environmental credits, while cost of sales was $7.8 million, resulting in a $1.2 million gross loss.
Operating expenses were $33.1 million, including $13.2 million severance and $11.3 million professional fees. Other income totaled $144.6 million, driven primarily by a $206.2 million change in fair value of warrants, partly offset by losses and fees, yielding net income of $110.3 million.
Liquidity remains tight with $405,575 in cash and $247.3 million in current liabilities. The company disclosed substantial doubt about its ability to continue as a going concern. It is in default on GNCU notes (entire balance classified current) and received a default notice under a subscription agreement requiring monthly share issuance until cured. An up to $50 million equity line was put in place; $7.4 million of commitment shares were issued.
XCF Global, Inc. (SAFX) entered a binding term sheet with New Rise Australia to form an exclusive licensing and development partnership for renewable fuel facilities in Australia focused on sustainable aviation fuel and renewable diesel. The license has a 15-year initial term and may renew in five-year periods based on performance milestones.
XCF will receive a 12.5% non-dilutable equity interest in New Rise Australia and licensing fees equal to 12.5% of net profit achievement, to be defined in the definitive agreement. Governance terms include board representation and participation rights, while XCF retains ownership of all IP and improvements.
Milestones include the development of at least three SAF production facilities within the initial term, with progress checkpoints and FEED completion included in the definitive agreement. The parties plan to finalize a definitive agreement within 60 days, subject to customary due diligence, approvals, and closing conditions.
XCF Global, Inc., through its wholly owned subsidiary New Rise Renewables Reno, LLC, has amended its long-standing Supply and Offtake Agreement with Phillips 66 Company. The new amendment clarifies that Phillips 66 keeps legal title to feedstock while it is stored at the New Rise facility, and that title passes to New Rise only when the feedstock leaves storage tanks and enters processing units for conversion.
The amendment also tightens operational requirements for New Rise, including obligations to maintain flow-metering equipment, provide daily inventory reports, conduct monthly volume reconciliations, and support a reverse-flow capability so Phillips 66 can require feedstock to be reloaded from storage tanks into railcars upon written notice. All other terms of the original agreement remain unchanged and in effect.
XCF Global, Inc. filed a current report to formally add risk disclosures from its subsidiary, XCF Global Capital Inc., into its own public disclosures. The 8-K explains that XCF Global Capital’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2025 contains risk factors that also apply to the parent company.
Using incorporation by reference, XCF Global, Inc. makes those same risk factors part of its own disclosure record. The company notes that these risks should be considered by investors when evaluating an investment in its Class A common stock traded on The Nasdaq Stock Market under the symbol SAFX.
XCF Global, Inc. reported that Anne Anderson resigned from its Board of Directors, effective September 19, 2025, for personal reasons. She had been the Board’s Lead Independent Director and served on both the Audit Committee and the Nominating and Governance Committee. The company stated that her resignation was not due to any disagreement regarding its operations, policies, or practices.
Effective September 22, 2025, Carter B. McCain will join the Audit Committee and Sanford Cockrell, III will join the Nominating and Governance Committee. The Board size was reduced from six to five directors and remains composed of a majority of independent directors in line with Nasdaq rules. XCF Global issued a press release on September 24, 2025 about these changes, which was furnished as an exhibit.
XCF Global, Inc. reports serious financing stress at its New Rise Renewables Reno subsidiary, which operates the company’s sustainable aviation fuel plant in Reno, Nevada. The subsidiary has four notes payable to Greater Nevada Credit Union with aggregate principal of
The company has signed a Pre-Negotiation Letter with GNCU to allow discussions, while GNCU expressly reserves all rights under the loan documents. XCF Global is exploring financing options and potential forbearance or modified payment terms to refinance the GNCU loan and meet obligations under the ground lease for the Reno facility, but it warns there is no assurance it can reach acceptable agreements or obtain sufficient funding to carry out its business plan.
XCF Global, Inc. reported that on August 21, 2025 it received a notice from Nasdaq stating the company is not compliant with Nasdaq Rule 5250(c)(1) because it has delayed filing its Quarterly Report on Form 10-Q for the period ended June 30, 2025. Under Nasdaq rules, XCF has 60 calendar days, until October 20, 2025, to submit a plan to regain compliance, and if the plan is accepted Nasdaq may grant up to 180 calendar days from the original due date, until February 17, 2026, to cure the deficiency. The company’s Class A common stock will continue trading on Nasdaq under the symbol “SAFX”, and the notice does not directly affect its business operations, SEC reporting obligations, or cause a default under its material debt or other agreements. XCF is in the process of completing the delayed Q2 Form 10-Q and currently expects to file it with the SEC no later than September 30, 2025.
XCF Global, Inc. filed a notification that it will not be able to submit its Quarterly Report on Form 10-Q for the quarter ended June 30, 2025 within the required time. The company explains that it recently completed a reverse merger with New Rise SAF Renewables Limited Liability Company in January 2025 and New Rise Renewables, LLC in February 2025, followed by a business combination with Focus Impact BH3 Acquisition Company in June 2025. These complex transactions, together with the need to engage a new independent registered public accounting firm, Grant Thornton LLP, have delayed the preparation of the quarterly report. The company states that it has brought in additional accounting consulting support to complete the filing as soon as practicable.
XCF Global Inc. is reported as having a disclosed, passive stake held by Polar Asset Management Partners Inc., which filed this Schedule 13G as an investment adviser. The filing states Polar, acting as adviser to Polar Multi-Strategy Master Fund, beneficially owns 2,153,609 shares of XCF Global, and that the total includes 742,500 shares issuable upon exercise of warrants. The holder reports sole voting and sole dispositive power over the reported shares and classifies its status as an IA (investment adviser).
The statement includes a certification that the securities were acquired and are held in the ordinary course of business and were not acquired to change or influence control of the issuer. Item 5 notes this ownership falls within the category of 5 percent or less of a class.