Welcome to our dedicated page for SES AI SEC filings (Ticker: SES), 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.
SES AI’s lithium-metal battery breakthroughs look exciting, but decoding the risk factors, R&D burn, and supply-chain details hidden inside a 300-page 10-K can feel overwhelming. Stock Titan’s AI-powered analysis turns that complexity into clarity, surfacing the numbers and milestones that matter in minutes.
Need to monitor SES AI insider trading Form 4 transactions before the next prototype demo? Our platform streams SES AI Form 4 insider transactions real-time so you can track executive stock moves instantly. Curious where the cash is going? The SES AI quarterly earnings report 10-Q filing is automatically summarized, spotlighting R&D expense trends, manufacturing ramp costs, and partnership revenue in plain language. We also decode every SES AI 8-K material events explained alert, from battery safety updates to pilot-line agreements.
Here’s what you’ll find on this page:
- AI-written briefs that make the SES AI annual report 10-K simplified
- Side-by-side comparisons of successive 10-Q segments for faster revenue-trend checks
- Clickable tables of SES AI executive stock transactions Form 4
- Plain-English breakdowns of the SES AI proxy statement executive compensation figures
- Alert settings for any new SES AI earnings report filing analysis within seconds of hitting EDGAR
Whether you’re understanding SES AI SEC documents with AI for the first time or looking for a quick refresher, Stock Titan delivers comprehensive coverage, real-time updates and professional context so you can focus on assessing the company’s next-gen battery trajectory—not parsing legalese.
SES AI Corp's Chief Science Officer reported exercising stock options and selling shares of Class A Common Stock. On 12/15/2025, the officer exercised options for 93,277 shares at $0.15 and 6,723 shares at $0.16, then sold 100,000 shares at a weighted average price of $1.9789.
After these transactions, the officer beneficially owns 1,253,286 shares of SES Class A Common Stock, including 852,222 shares underlying restricted stock units that remain subject to forfeiture until they vest. The activity was carried out under a Rule 10b5-1 trading plan entered into on August 14, 2025.
SES AI Corp (SES) reported an insider stock transaction by its Chief Science Officer on a Form 4. On 11/17/2025, the officer exercised 150,000 stock options for Class A Common Stock at an exercise price of $0.15 per share, then sold 150,000 shares of Class A Common Stock at a weighted average price of $1.9015 per share, all pursuant to a Rule 10b5-1 trading plan entered into on August 14, 2025. Following these transactions, the officer beneficially owns 1,253,286 shares of Class A Common Stock, including 852,222 shares underlying restricted stock units that remain subject to forfeiture until they vest, and holds 93,277 derivative securities in the form of vested stock options.
SES250,000 shares of common stockNYSE$497,500321,190,509 shares outstanding
The seller acquired these 250,000 shares on 11/17/2025
SES AI Corporation (SES) reported Q3 2025 results showing its first material revenue and a new ESS footprint from an acquisition. Revenue reached $7.1 million, producing gross profit of $3.6 million and a 51% gross margin. The company recorded a net loss of $20.9 million, or $0.06 per share. For the first nine months of 2025, revenue was $16.4 million with a 66% gross margin and a net loss of $56.0 million.
Operating expenses fell year over year in Q3 as research and development declined 36% to $15.6 million and general and administrative fell 32% to $6.7 million. Cash and cash equivalents were $35.3 million and short‑term investments were $178.7 million as of September 30, 2025.
SES closed the acquisition of China-based UZ Energy on September 15, 2025. Purchase consideration was valued at $11.7 million, including $3.3 million of cash expected to be paid in Q4 2025 and $8.4 million of deferred cash payments tied to performance; goodwill recorded was $12.6 million. Q3 revenue included $3.9 million from services and $3.2 million from products. Revenue was 98% outside the U.S., with one customer at 51% of Q3 revenue and a second at 35%.
SES AI Corporation received an amended Schedule 13G filing showing that Temasek Holdings (Private) Limited and affiliates reported beneficial ownership of 3,160,712 shares of Class A common stock, representing 1.0% of the class. The percentage is based on 320,896,206 Class A shares outstanding as of August 25, 2025.
The total includes 2,595,854 Earnout Shares that may be acquired upon achieving specified stock price performance targets under the Business Combination Agreement. Prior to vesting, Anderson Investments Pte. Ltd. has power to vote, but not dispose of, these Earnout Shares. Reported voting powers are shared (Temasek: 3,160,712; Tembusu/Thomson/Anderson: 2,595,854) with no sole or shared dispositive power.
The filing is a joint submission by Temasek, Tembusu Capital, Thomson Capital, and Anderson Investments. The signatories certified the holdings were not acquired to change or influence control.
SES AI Corporation reported a Board change. Dr. Jang Wook Choi notified the company on November 6, 2025 of his intention to resign from the Board of Directors, effective November 10, 2025, due to personal reasons.
The company stated that his resignation is not the result of any disagreement with management, the board, operations, policies, or practices. This is an administrative governance update disclosed via Form 8-K.
SES AI Corporation filed an 8-K announcing it furnished a shareholder letter and a press release that include a business update and the company’s financial results for the quarter ended September 30, 2025.
The materials are provided as Exhibits 99.1 and 99.2 and are furnished, not filed, meaning they are not subject to Section 18 liability and are not incorporated into other filings unless specifically referenced.
SES AI Corporation director Andrew J. Boyd received a grant of 296,296 restricted stock units (RSUs) on 09/08/2025 under the Issuer's 2021 Incentive Award Plan. Each RSU represents one share of Class A common stock deliverable upon vesting. The RSUs vest in full on the first anniversary of the grant date, subject to the reporting persons continued service, and are subject to forfeiture until they vest. Following the grant, the reporting person beneficially owns 296,296 shares underlying the RSUs. The Form 4 was signed on 09/10/2025 by an attorney-in-fact.
The proxy discloses three stockholder proposals for SES AI Corporation: the election of a Class III director nominee, ratification of the termination of Grant Thornton LLP as the independent registered public accounting firm for the fiscal year ended December 31, 2025, and procedures for submitting later-dated proxies or changing votes prior to specified deadlines. The filing profiles key executives and directors, including Dr. Qichao Hu (Founder, CEO and Chair), Dr. Hong Gan (Chief Science Officer), Dr. Choi (director) and Mr. Pilkington (Chief Legal Officer), and summarizes board committee duties for audit, compensation and governance. It also outlines executive compensation practices, PSU vesting milestones, director cash and equity fees, related-person transaction review processes, and availability of governance documents on the company website.
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