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. proposes a $650,000,000 offering of convertible notes priced at $1,000 per note with underwriting compensation of 2.25% (or $14,625,000 if no exercise), and net proceeds of approximately $635,375,000 before any exercise of the underwriter option. The initial conversion rate is 17.4825 shares per $1,000 principal amount (initial conversion price ~$57.20 per share), and conversions may be settled in cash, shares or a combination based on a 40-day VWAP observation period.
On an as‑adjusted basis after this offering and using part of proceeds to repay the Term Loan, indebtedness would be about $805.0 million (or $902.5 million if underwriters fully exercise their option), including $155.0 million of 2030 notes. Planned uses of proceeds include approximately $354.0 million to repay the Term Loan in full and approximately $92.0 million to purchase ~80 MW of turbine capacity expected late in Q4 2025, with remaining proceeds for growth capital and capped call transactions if the option is exercised.
Solaris Energy Infrastructure, Inc. is offering shares of its Class A common stock in connection with a concurrent notes offering where the number of shares depends on how many Convertible Arbitrage Investors choose to hedge their note positions. The underwriter expects to borrow shares from non-affiliate third parties and may purchase shares from Convertible Arbitrage Investors who sell short or sell short itself to facilitate private transactions, then offer those shares to the public and in later market transactions.
The closing of the equity offering is explicitly contingent on completion of the Concurrent Notes Offering and vice versa. The document includes purchaser warnings for ERISA-covered plans, a detailed non-U.S. holder tax summary including withholding, FATCA and branch profits tax rules, and references to prior SEC filings including the 10-K for the year ended December 31, 2024 filed on March 5, 2025 and Form 8-A filed May 10, 2017. The company also notes an acquisition adding natural gas-powered mobile turbines to expand into distributed power solutions.
Solaris Energy Infrastructure, Inc. is offering debt securities including convertible notes with a principal amount of $600,000,000 (with an underwriter option that would raise this to $690,000,000 if fully exercised). On an as adjusted basis after giving effect to the offering and a planned partial repayment of a Term Loan, the company would have had approximately $755.0 million of indebtedness (or $845.0 million if underwriters fully exercise their option). The notes are convertible into Class A common stock, with conversions settled in cash, shares, or a combination, using a 40‑day VWAP observation period and an initial conversion rate that equates to an approximate conversion price disclosed in the supplement.
The prospectus supplement describes conversion‑rate adjustment mechanics for dividends, splits, spin‑offs and tender/exchange offers, and conditional physical settlement requirements around distributions. It also discloses pro forma balance sheet effects, including scheduled amortization, an expected Term Loan repayment using a portion of proceeds, and detailed non‑GAAP reconciliations. The document highlights withholding, tax and ERISA considerations and notes potential market activity by underwriters or counterparties that could affect the trading price of Class A common stock or the notes.
Solaris Energy Infrastructure, Inc. entered into a third amendment to its revolving credit facility with Bank of America, N.A., which permits the issuance of certain convertible debt and related derivative securities.
On the same date, the company also described an opportunity to purchase approximately 80 MW of immediately available new turbine capacity. Combined with its existing on-order capacity scheduled for delivery in the second half of 2026, Solaris expects available turbine capacity to rise to about 500 MW, supporting potential expansion of its Solaris Power Solutions operations.
Solaris Energy Infrastructure, Inc. filed a shelf registration on Form S-3ASR that assembles governing charters, indentures, consents, and related exhibits for future securities offerings. The filing lists amended and restated corporate documents, multiple indentures for debt and subordinated securities, and legal opinions and auditor consents. It references an acquisition that expanded Solaris into the distributed power solutions market by adding natural gas‑powered mobile turbines and ancillary equipment, broadening end-market exposure beyond oil and gas. The registration also notes an active federal court matter identified as 4:25-cv-01455. The prospectus framework describes paying agents and non-global form mechanics for debt securities and includes Form T‑1 eligibility statements for the senior and subordinated indentures.
James R. Burke, a director of Solaris Energy Infrastructure, Inc. (SEI), reported insider transactions dated 09/10/2025. He sold 5,000 shares of Class A common stock in multiple trades for a weighted average price of $29.22, leaving him with 16,973 Class A shares after the sale (which includes 5,696 restricted shares that remain subject to vesting). The filing also shows 800 Class A shares held indirectly by his spouse and 42,734 shares of Class B common stock disposed of, reported as direct holdings tied to Solaris Energy Infrastructure, LLC units that are exchangeable into Class A shares under the LLC agreement. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.