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 (SEI): Form 4 insider activity. An affiliate director, KTR Management Company, LLC, exchanged 2,114,783 Solaris LLC Units (with corresponding Class B shares) for 2,114,783 shares of Class A common stock on 11/04/2025, then sold 2,114,783 Class A shares at $50.15 per share the same day. Class B shares carry one vote and no economic rights and were cancelled one-for-one upon exchange. After the transactions, Class A holdings were 0, while 2,000,000 Class B shares and an equivalent 2,000,000 Solaris LLC Units remained beneficially owned by the filer.
Solaris Energy Infrastructure reported a sharp Q3 turnaround, with total revenue of $166.8 million, up from $75.0 million a year ago, and operating income of $37.9 million. Net income attributable to Class A shareholders was $14.0 million, or $0.31 diluted EPS, versus a loss last year.
Growth was driven by Solaris Power Solutions, which generated $104.9 million in Q3 revenue (vs. $4.7 million), including $82.4 million of leasing revenue as deployed power assets scaled. Solaris Logistics Solutions delivered $61.9 million (vs. $70.3 million). Segment Adjusted EBITDA totaled $75.5 million (vs. $27.5 million).
The company expanded its asset base and financing. Equipment held for lease rose to $763.1 million (from $339.9 million at year-end), and future minimum lease payments were $1,441.9 million as of September 30, 2025. Cash from operations reached $113.2 million year-to-date, while capital expenditures were $392.3 million. Long-term debt (including Stateline) increased, and convertible notes of $149.5 million were outstanding.
Strategic moves included forming and consolidating Stateline Power (50.1% owned) and securing a delayed draw term loan with an initial $72.0 million draw, plus completing the HVMVLV acquisition for $60.1 million, which contributed $4.6 million of revenue and $2.5 million of pre-tax income in Q3.
FMR LLC filed a Schedule 13G reporting beneficial ownership of 2,319,885.60 shares of Solaris Energy Infrastructure Inc. (SEI) Class A common stock, representing 5.2% of the class as of 09/30/2025.
FMR reports sole voting power over 2,316,466.64 shares and sole dispositive power over 2,319,885.60 shares, with no shared voting or dispositive power. Abigail P. Johnson is listed with sole dispositive power over 2,319,885.60 shares and no voting power. The filing certifies the holdings were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.
Solaris Energy Infrastructure, Inc. furnished an 8-K announcing it issued a press release with operating and financial results for the quarter ended September 30, 2025. The press release is provided as Exhibit 99.1.
The company also posted a new investor presentation on its website under Investor Relations. The information in this report, including Exhibit 99.1, is being furnished and not deemed filed under the Exchange Act, and is not incorporated by reference unless specifically stated. The filing was signed by President and CFO Kyle S. Ramachandran.
Solaris Energy Infrastructure (SEI) insider transaction: the Co‑Chief Executive Officer and Director reported a restricted stock award of 125,000 shares of Class A common stock on 10/16/2025 at a price of $0 pursuant to the company’s Long Term Incentive Plan. Following this grant, beneficial ownership stands at 137,411 shares.
The award vests in three equal annual installments on the first three anniversaries from November 15, 2025, aligning compensation with multi‑year performance and retention.
Solaris Energy Infrastructure (SEI) filed an initial insider ownership report (Form 3). The reporting person is a Director and Co‑Chief Executive Officer, who beneficially owns 12,411 shares of Class A Common Stock in direct form. No derivative securities are listed. The stated event date is 10/16/2025.
Solaris Energy Infrastructure (SEI) appointed Amanda M. Brock as Co‑Chief Executive Officer and to the Board, effective October 16, 2025. She will serve as a Class I director with a term expiring at the 2027 annual meeting. Brock will act as co‑principal executive officer alongside William A. Zartler.
The company stated her compensation terms are still being finalized and will be disclosed in a subsequent filing. Brock is eligible for Tier 1 benefits under the Executive Change in Control Severance Plan and has entered into an indemnification agreement consistent with Delaware law. The company furnished a press release announcing her appointment under Item 7.01, which is not deemed “filed” for liability purposes.
BlackRock Portfolio Management LLC filed a Schedule 13G/A (Amendment No. 2) reporting beneficial ownership of 2,175,763 shares of Solaris Energy Infrastructure, Inc. Class A Stock, representing 4.9% of the class as of 09/30/2025.
The filer reports 2,147,168 shares with sole voting power and 2,175,763 shares with sole dispositive power, with no shared voting or dispositive power. The certification states the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control. Item 5 indicates ownership of five percent or less of the class.
Solaris Energy Infrastructure, Inc. completed a $650,000,000 issuance of 0.25% Convertible Senior Notes due 2031, with an underwriter option for an additional $97,500,000 that was fully exercised on October 7, 2025. The offering included related capped call transactions with a cap price of $88.00 per share and an approximate cost of $65.6 million for those hedges. A concurrent short sale offering of 1,800,000 Class A shares was completed on October 8, 2025 to facilitate hedging by note investors.
The Indenture and related documents include standard accelerated default triggers: delisting events, failures to give notices, conversion-payment defaults, covenant breaches on mergers or asset sales, uncured defaults on other obligations over $50,000,000, judgments over $50,000,000, and bankruptcy events. Exhibits include the underwriting agreements, the Indenture and supplemental Indenture, note form, capped call confirmations, legal opinions, and consents.
Solaris Energy Infrastructure, Inc. is offering shares tied to a concurrent debt offering structure that is conditioned on a related notes offering and capped-call hedges. Net proceeds are earmarked primarily to repay outstanding term debt and to acquire generation equipment: approximately $354 million to repay the Term Loan in full, $92 million to purchase about 80 MW of new turbine capacity expected to be delivered late in Q4 2025, and additional funds to support future growth capital for more natural gas turbines and balance-of-plant electrical equipment. The underwriter expects to borrow shares from non-affiliate parties and may sell short shares to facilitate convertible-arbitrage positions; an initial public offering reference price of $44.00 per share is noted. The offering’s completion is explicitly contingent on a separate Concurrent Notes Offering and related capped-call transactions. The document also summarizes non-U.S. tax considerations, FATCA withholding risks, information-reporting requirements, and trustee/paying-agent procedures. A referenced litigation (case 4:25-cv-01455) appears in the filings.