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. 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.
Tompsett Stephan E reported acquisition or exercise transactions in this Form 4 filing.
Solaris Energy Infrastructure, Inc. granted its Chief Financial Officer, Stephan E. Tompsett, 30,000 shares of Class A common stock as a restricted stock award on February 12, 2026. The award was made at a cash price of $0 per share under the company’s Long Term Incentive Plan.
The restricted shares vest in three equal annual installments on the first three anniversaries of March 1, 2026. Following this grant, Tompsett beneficially owns 30,000 Class A shares, all of which remain subject to vesting conditions tied to this and prior restricted stock awards.
Solaris Energy Infrastructure, Inc. Chief Financial Officer Stephan E. Tompsett filed an initial ownership report on Form 3. The filing states that no securities of Solaris Energy Infrastructure are beneficially owned by him at this time, and it reports no transactions in company securities.
Solaris Energy Infrastructure, Inc. appointed Stephan E. Tompsett as Chief Financial Officer and principal financial officer effective February 12, 2026. He brings prior CFO experience at Aris Water Solutions, Limetree Bay Energy and EagleClaw Midstream, along with earlier treasury and investment banking roles.
The company states there are no family relationships, side arrangements or related-party transactions tied to his appointment. Compensation terms for Mr. Tompsett are still being finalized and will be disclosed in a later filing. Former CFO Kyle Ramachandran will focus on leading Solaris Power Solutions while continuing as President.
The company also entered into an Indemnification Agreement with Mr. Tompsett, under which Solaris will indemnify him to the fullest extent permitted under Delaware law and advance certain expenses related to covered proceedings.