Welcome to our dedicated page for Solaris Energy Infrastructure SEC filings (Ticker: SEI), 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 Solaris Energy Infrastructure, Inc. (NYSE: SEI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Solaris is an energy-focused company headquartered in Houston, Texas, with two reportable segments: Solaris Power Solutions and Solaris Logistics Solutions. Its filings offer detailed insight into how these segments perform, how the company is financed, and how management and the board oversee the business.
Investors can review current reports on Form 8-K that disclose material events such as quarterly earnings releases, the appointment of a Co-Chief Executive Officer and director, amendments to the revolving credit facility, and the entry into underwriting agreements for convertible senior notes and a concurrent delta offering of borrowed Class A common stock. These 8-K filings also describe the terms of the 0.25% Convertible Senior Notes due 2031, related capped call transactions, and the company’s dual listing on NYSE Texas alongside the New York Stock Exchange.
Annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the broader filing record) typically provide consolidated financial statements, segment reporting for Solaris Power Solutions and Solaris Logistics Solutions, and discussions of non-GAAP measures such as EBITDA and Adjusted EBITDA. These documents explain how Solaris defines and uses these metrics and include reconciliations to the most directly comparable GAAP measures.
Through Stock Titan, users can access Solaris filings in near real time as they are posted to EDGAR and use AI-powered summaries to interpret complex sections, such as debt covenants, convertible note terms, and segment performance tables. The platform also surfaces key items from Forms 8-K and other filings so readers can quickly understand changes in capital structure, governance, and operating results without reading every page of the underlying documents.
Solaris Energy Infrastructure, Inc. completed the acquisition of Focus Genco Cayman Ltd., exchanging 4,182,772 Class A common shares and approximately $81 million in cash for all of Genco’s shares. The deal closed alongside a new $300 million senior secured term loan and a $148.61 million equipment-backed term loan.
The company also terminated its prior asset-based lending facility, repaying all outstanding obligations and releasing related liens. In a related move, a subsidiary assumed a turbine purchase contract, securing 30 gas turbine delivery slots expected to add about 500 megawatts of generation capacity between early 2027 and 2029.
Solaris Energy Infrastructure, Inc. Chief Accounting Officer Christopher P. Wirtz reported equity compensation-related transactions in Class A common stock. On March 1, 2026, he acquired 3,296 shares through a restricted stock award that vests in three equal installments over three years and 1,814 shares upon vesting and settlement of performance-based restricted stock units granted under the company’s Long Term Incentive Plan. To cover tax withholding obligations tied to vesting of these awards, 2,206 shares were withheld at a price of $49.63 per share, resulting in direct ownership of 36,785 shares of Class A common stock, including 17,791 unvested restricted shares that remain subject to future vesting.
Solaris Energy Infrastructure, Inc. director and Chief Administrative Officer Cynthia M. Durrett reported equity compensation and related tax withholding on Class A common stock. She received a 21,444-share Restricted Stock Award that vests in three equal annual installments and 28,871 shares from the vesting and settlement of multiple performance-based restricted stock unit awards tied to prior performance goals.
To cover tax obligations on these vestings, 26,940 shares were withheld by the company at $49.63 per share. After these transactions, she directly held 154,527 shares of Class A common stock, including 63,581 unvested restricted shares. She also directly holds Solaris Energy Infrastructure, LLC units and matching Class B common stock, which carry voting rights but no economic rights and are exchangeable with the LLC units into Class A shares under the Solaris LLC agreement.
Solaris Energy Infrastructure, Inc. Chief Legal Officer Christopher M. Powell reported equity compensation transactions in Class A common stock. On March 1, 2026, he acquired 18,165 shares as a restricted stock award and 29,723 shares from performance-based restricted stock units, both at a price of $0.00 per share under the company’s Long Term Incentive Plan.
On the same date, 27,534 shares were disposed of at $49.63 per share, representing shares withheld by the company to cover tax obligations tied to the vesting of restricted and performance-based awards. After these transactions, Powell directly owned 150,969 shares of Class A common stock, including 58,447 shares that remain subject to future vesting.
Solaris Energy Infrastructure, Inc. President Ramachandran Kyle S. reported equity compensation changes and related tax withholding. On March 1, 2026, he acquired 37,004 and 50,339 shares of Class A common stock as restricted and performance-based stock awards granted at $0.00 per share under the company’s Long Term Incentive Plan. A separate entry shows 49,902 Class A shares disposed of at $49.63 per share to cover tax obligations upon vesting, rather than an open-market sale. Footnotes note that some awards vest over three years and that Solaris LLC units and Class B shares are exchangeable into Class A stock under the Solaris LLC Agreement.
Brock Amanda M reported acquisition or exercise transactions in this Form 4 filing.
Solaris Energy Infrastructure, Inc. reported that Co-Chief Executive Officer Amanda M. Brock received a grant of 135,000 shares of Class A common stock as a restricted stock award at a price of $0.00 per share.
The award was granted under the Solaris Energy Infrastructure, Inc. Long Term Incentive Plan and vests in three equal annual installments on the first three anniversaries of the grant date. After this grant, Brock directly holds 276,080 shares of Class A common stock, which includes 260,000 shares from earlier restricted stock awards that are still subject to vesting.
Zartler William A reported acquisition or exercise transactions in this Form 4 filing.
Solaris Energy Infrastructure, Inc. chairman and co-CEO William A. Zartler reported equity awards in Class A common stock. He received a 150,000-share restricted stock award that vests in three equal installments over three years, plus 115,656 shares delivered upon vesting of prior performance-based restricted stock units.
After these transactions, his directly held Class A stake increased, which includes 387,755 unvested restricted shares. The filing also lists his direct and indirect holdings of Solaris Energy Infrastructure, LLC units and associated Class B common stock, which carry voting but no economic rights.
Solaris Energy Infrastructure, Inc. files its annual report outlining a fast-growing power and logistics platform focused on data centers and energy markets. The company operates two segments: Solaris Power Solutions for modular, behind-the-meter power and Solaris Logistics Solutions for proppant logistics in oil and gas completions.
Power Solutions is highly concentrated, with one data center customer contributing 47% of consolidated 2025 revenue and up to 96% of segment revenue in recent years. Solaris agreed to provide up to about 900 megawatts of power under a seven-year contract starting in 2026 via Stateline Power, LLC, a 50.1%-owned venture, and separately over 500 megawatts under a ten-year rental agreement expected to begin in 2027.
The filing highlights significant risks, including customer and supplier concentration, industry competition, exposure to oil and gas cycles, inflation and tariffs, cybersecurity, climate and environmental regulation, and complex federal, state and local compliance obligations. Solaris reports 468 employees and emphasizes safety, human capital development and protection of intellectual property through a portfolio of U.S., Canadian and Mexican patents.
Solaris Energy Infrastructure reported strong growth for fourth quarter and full year 2025 while updating guidance and commercial wins. Fourth quarter revenue reached $180 million, up 8% from the third quarter. The company posted a GAAP net loss of $4 million or $(0.04) per diluted share, but generated Adjusted EBITDA of $69 million and adjusted pro forma net income of $30 million, or $0.35 per fully diluted share.
For full year 2025, revenue rose 99% to $622 million, net income increased 102% to $58 million, and Adjusted EBITDA grew 137% to $244 million. Adjusted pro forma net income was $94 million, up 278%, or $1.25 per fully diluted share.
The Power Solutions segment averaged about 780 MW earning revenue in the quarter, and Solaris recently signed an agreement to provide over 500 MW of power to a leading hyperscaler for at least 10 years starting in Q1 2027. Management raised first quarter 2026 Adjusted EBITDA guidance to $72–77 million and set second quarter guidance at $76–84 million. The board approved a first quarter 2026 dividend of $0.12 per share, marking the company’s 30th consecutive dividend.
Encompass Capital Advisors LLC, together with Todd J. Kantor and Encompass Capital Partners LLC, reports a significant passive ownership stake in Solaris Energy Infrastructure, Inc. Class A common stock.
Encompass Capital Advisors LLC and Todd J. Kantor each report beneficial ownership of 2,559,543 Class A shares, representing 5.24% of the class, with shared voting and dispositive power over all of these shares and no sole authority. Encompass Capital Partners LLC reports beneficial ownership of 2,089,951 shares, equal to 4.28% of the class, also entirely on a shared-voting and shared-dispositive basis.
The filers certify that the Solaris Energy shares were not acquired and are not held for the purpose of changing or influencing control of the company, but instead are reported on a passive Schedule 13G/A basis.