[Form 4] T1 Energy Inc. Insider Trading Activity

Rhea-AI Filing Summary

T1 Energy Inc. reported a compensatory stock option grant to its Chief Financial Officer consisting of 300,000 options exercisable at $1.33 per share. The options were granted with an exercise term through August 20, 2030 and vest in three equal annual installments: one-third on August 20, 2026, one-third on August 20, 2027, and one-third on August 20, 2028. The filing notes these are standard employee options that are typically forfeited if the employment relationship ends. The report reflects that the reporting person holds 300,000 underlying shares via the granted options following the transaction.

Positive

• Alignment of interests: Grant ties CFO compensation to long-term performance through multi-year vesting
• Retention signal: Staged vesting over three years supports executive continuity
• Transparency: Filing discloses strike price, vesting schedule, and plan governing the grant

Negative

• Potential dilution: 300,000 options could dilute existing shareholders if exercised
• Unclear materiality: Filing does not state total outstanding shares or option pool, preventing assessment of dilution magnitude
• Forfeiture risk: Options are typically forfeited upon termination, which may affect perceived value to the executive until vested

Insights

Securities Analyst

TL;DR: A meaningful equity-based compensation grant to the CFO that aligns pay with long-term performance but creates potential near-term dilution.

The award of 300,000 options at a $1.33 strike introduces future dilution if exercised but ties a significant portion of the CFO's compensation to multi-year performance through staged vesting over three years. For investors, the grant signals management retention and alignment but also increases potential share count over time. Without company-wide option totals or outstanding share count in the filing, the precise dilution percentage and earnings-per-share impact cannot be determined from this document alone.

Corporate Governance Expert

TL;DR: Standard executive grant consistent with retention practices; governance implications depend on grant size relative to company equity pool.

The vesting schedule and forfeiture clause are typical and support retention. The filing is transparent about vesting dates and plan authority (2021 Equity Incentive Plan, amended 2024). Governance considerations include whether board-approved compensation policies and shareholder-approved equity pools adequately cover this award. The document lacks context on total outstanding options or prior grants, so material governance impact cannot be fully assessed here.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

1. Name and Address of Reporting Person^*

Calio Joseph Evan

(Last) (First) (Middle)

1211 E 4TH ST.

(Street)

AUSTIN TX 78702

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
T1 Energy Inc. [ TE ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

3. Date of Earliest Transaction (Month/Day/Year)
08/20/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Options (Right to Buy)	$1.33	08/20/2025		A		300,000		(1)	08/20/2030	Shares of Common Stock	300,000	$0	300,000	D

Explanation of Responses:

1. Consists of compensatory options which vest annually over three years granted on August 20, 2025 pursuant to the 2021 Equity Incentive Plan (amended and restated as of April 22, 2024). Of the shares subject to compensatory options, one-third (1/3) vest on August 20, 2026, one-third (1/3) vest on August 20, 2027, and one-third (1/3) vest on August 20, 2028. Options are typically forfeited when the employment relationship ends for employees.

Remarks:

Exhibit List Exhibit 24.1 - Power of Attorney

	/s/ Michael Stephan, as Attorney-in-Fact	10/01/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What options were granted to T1 Energy Inc. (TE) insider?

The CFO received 300,000 stock options with an exercise price of $1.33 per share under the company’s equity incentive plan.

When do the granted options to the CFO vest?

The options vest in three equal installments: one-third on Aug 20, 2026, one-third on Aug 20, 2027, and one-third on Aug 20, 2028.

What is the exercise term and expiration of the options?

The options have an exercise term through August 20, 2030.

Will the options be forfeited if the CFO leaves the company?

The filing states that such compensatory options are typically forfeited when the employment relationship ends.

Does the filing disclose the dilution impact of this grant?

No. The filing does not provide total outstanding shares or total option pool, so the dilution percentage is not specified.