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 Corporation filings document the public-company disclosures of a Delaware battery technology issuer with Class A common stock and warrants listed on the New York Stock Exchange. Recent 8-K filings furnish shareholder letters, quarterly and annual financial results, preliminary unaudited revenue updates, Regulation FD presentation materials and material-event reports tied to the company's operating updates.
The filing record also covers governance and capital-structure matters, including officer and director changes, annual meeting vote results, definitive proxy disclosures, executive compensation information and voting rights for Class A and Class B common stock. These documents provide formal disclosure around SES AI's battery, ESS, drone, materials and Molecular Universe activities, along with related corporate governance subjects.
SES AI Corp CEO & Chairman Hu Qichao had 310,446 shares of Class A Common Stock withheld on March 27, 2026 to cover his withholding tax obligations from vesting restricted stock units. The shares were used for taxes and were not sold in the market.
After this tax-withholding disposition, Hu directly owns 4,078,485 shares of Class A Common Stock. This figure includes 2,272,184 shares underlying RSUs that remain subject to forfeiture until they vest.
SES AI Corp’s chief legal officer, Kyle Pilkington, reported an open-market sale of 25,000 shares of Class A Common Stock at $1.20 per share. After this transaction, he directly holds 780,203 shares, which the disclosure notes include 568,785 shares underlying RSUs that may be forfeited if they do not vest. The company states the sale was executed under a Rule 10b5-1 trading plan that Pilkington entered into on November 12, 2025, indicating the disposition was pre-planned rather than a discretionary market-timing decision.
SES AI Corporation files its annual report describing a growing, still-loss-making battery technology business focused on AI-enhanced lithium-metal and lithium-ion products. The company targets energy storage systems, drones, urban air mobility, robotics, EVs and materials, anchored by its Molecular Universe AI platform.
SES reported net losses of $73.0 million in 2025 and $100.2 million in 2024, with an accumulated deficit of $371.9 million as of December 31, 2025. Revenue is highly international, with 99% of 2025 revenue generated outside the U.S., and concentrated, with three customers contributing 48%, 15% and 12% of 2025 revenue.
As of March 2, 2026, SES had 322,742,539 Class A and 43,881,251 Class B shares outstanding. The company holds 103 patents, over 80 pending applications and 106 registered or allowed trademarks. It operates facilities in the U.S., China and South Korea, and completed the acquisition of ESS systems maker UZ Energy in September 2025, while highlighting significant ongoing risks around continued losses, capital needs, competition, integration of UZ Energy, regulatory exposure, AI-related uncertainties and heavy reliance on key personnel and suppliers.
SES AI Corporation reported full-year 2025 revenue of $21.0 million, in line with prior guidance, and issued 2026 revenue guidance of $30 million to $35 million, signaling expected growth from its expanding battery and AI-enabled materials businesses.
The company highlighted its Molecular Universe AI4Science platform, which has delivered six materials breakthroughs now being tested by more than 40 customers across electric vehicles, drones, energy storage systems and consumer electronics. Management also pointed to a strong balance sheet that it expects will provide liquidity into 2028.
SES AI is organizing around three revenue-focused units in energy storage systems, drones and materials, converting its Chungju, South Korea facility to drone-focused production and leveraging a joint venture with Hisun with 150,000-ton annual capacity. The UZ Energy acquisition is intended to support growth in energy storage systems by combining hardware and software for battery health and maintenance.
SES AI Corp’s chief legal officer Kyle Pilkington reported an automatic share withholding related to restricted stock units. On 02/09/2026, 56,074 shares of Class A Common Stock were withheld at $1.99 per share to satisfy tax obligations when RSUs vested; these shares were not sold.
After this transaction, Pilkington beneficially owned 805,203 shares of Class A Common Stock, including 568,785 shares underlying RSUs that remain subject to forfeiture until they vest.
SES AI Corp’s chief financial officer, Nealis Jing, reported an automatic share withholding tied to equity compensation. On 02/09/2026, 110,231 shares of Class A Common Stock were withheld at $1.99 per share to cover tax obligations on vesting restricted stock units.
After this transaction, Jing beneficially owned 2,506,056 Class A shares in total, including 1,223,271 shares underlying restricted stock units that remain subject to forfeiture until they vest.
SES AI Corp’s chief science officer Gan Hong reported a routine tax-withholding transaction tied to vested stock awards. On 02/09/2026, 63,290 shares of Class A Common Stock were withheld at $1.99 per share to cover withholding taxes on restricted stock units and were not sold on the market.
After this transaction, Gan Hong beneficially owned 1,138,396 Class A shares, including 710,981 shares underlying restricted stock units that remain subject to forfeiture until they vest.
SES AI Corp CEO Hu Qichao reported a tax‑withholding share transaction related to equity compensation. On 02/09/2026, 267,934 shares of Class A Common Stock were withheld at $1.99 per share to satisfy withholding taxes upon vesting of restricted stock units. These shares were not sold on the market. After this withholding, Hu Qichao beneficially owned 4,388,931 Class A shares, including 2,972,177 shares underlying unvested RSUs that remain subject to forfeiture until they vest.
SES AI Corp’s chief technology officer, Xu Kang, reported a routine tax-related share withholding. On February 6, 2026, 35,063 shares of Class A common stock at $1.88 per share were withheld to cover taxes due on vesting restricted stock units and were not sold on the market.
After this transaction, Xu Kang beneficially owned 619,989 Class A shares, including 399,988 shares underlying unvested restricted stock units that remain subject to forfeiture until they vest.