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. received an amended Schedule 13G (Amendment No. 5) reporting that Encompass Capital Advisors LLC and Todd J. Kantor beneficially own 2,919,586 shares of Class A common stock, representing 6.55% of the class, with shared voting and dispositive power and no sole power. Encompass Capital Partners LLC reports 2,399,600 shares, or 5.38%, also with shared voting and dispositive power and no sole power.
The date of the event requiring the filing is September 30, 2025. The filers certify the holdings were not acquired for the purpose of changing or influencing control, consistent with a passive investment under Schedule 13G.
Solaris Energy Infrastructure (SEI): Amendment No. 3 to Schedule 13G reports that Summit Partners-affiliated entities collectively beneficially own 1,796,310 shares of Class A common stock, representing 4.03% of the class. The group reports 0 shares with sole voting or dispositive power, shared voting power over 1,672,595 shares, and shared dispositive power over 1,796,310 shares.
The filing is made on a passive basis, with the certification stating the securities were not acquired to change or influence control. Ownership percentages were calculated against 44,603,740 shares outstanding as of June 30, 2025, and the event date is September 30, 2025. Item 5 indicates ownership of 5 percent or less of the class.
Solaris Energy Infrastructure, Inc. (SEI) received an amended Schedule 13G from Driehaus Capital Management LLC, reflecting passive ownership. As of 09/30/2025, Driehaus reported beneficial ownership of 961,547 shares of common stock, representing 2.16% of the class.
Driehaus reported 0 shares with sole voting and dispositive power, and 961,547 shares with shared voting and shared dispositive power. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Solaris Energy Infrastructure, Inc. (SEI) reported an amended Form 4 reflecting that on November 4, 2025, the reporting persons redeemed 2,114,783 Solaris Energy Infrastructure, LLC units for an equal number of the company’s Class A common stock. In connection with this exchange, a corresponding number of Class B common shares were cancelled for no consideration, consistent with the LLC agreement’s exchange mechanics.
The amendment corrects the transaction date (previously reported as November 6, 2025). Following the reported transaction, KTR reported beneficial ownership of 2,000,000 Solaris LLC units on a direct basis. The derivative security carried a stated price of $0. The filing notes that John Tuma owns all equity interests of KTR and may be deemed to beneficially own the securities held by KTR.
Solaris Energy Infrastructure, Inc. (SEI) received an amended Schedule 13D/A from KTR Management Company, LLC and John Tuma updating their ownership and recent transactions.
On November 4, 2025, KTR converted 2,114,783 shares of Class B common stock and an equal number of Solaris LLC Units into 2,114,783 shares of Class A common stock, then sold 2,114,783 Class A shares at $50.15 per share.
After these transactions, the reporting persons beneficially own 2,000,000 shares of Class B common stock and the same number of Solaris LLC Units, representing 3.94% of the company’s Common Stock. This percentage is based on 50,802,385 shares of Common Stock, comprised of 48,802,385 Class A shares as of October 31, 2025 and 2,000,000 Class B shares held by KTR. The filing lists shared voting and dispositive power over 2,000,000 shares and no sole power.
SEI filed a Form 144 indicating a proposed sale of 2,114,783 shares of Class A common stock, with an aggregate market value of $106,056,367.45. The filing lists Morgan Stanley & Co. LLC as broker, an approximate sale date of 11/04/2025, and the NYSE as the exchange.
The filing also notes prior activity: on 08/06/2025, KTR Management Company, LLC sold 4,000,000 Class A shares for $118,000,000.00. Separately, the seller acquired 8,114,783 units of Solaris Energy Infrastructure, LLC and an equal number of Class B shares on 09/11/2024 via contribution consideration.
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.