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T1 Energy Inc. (TE) SEC Filings, Oct-Nov 2025

TE NYSE

Welcome to our dedicated page for T1 Energy SEC filings (Ticker: TE), 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.

The T1 Energy Inc. (NYSE: TE) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, along with AI‑powered summaries that help explain complex documents. As an energy solutions provider in the Industrials sector, T1 Energy files a range of reports that describe its U.S. solar and battery supply chain strategy, capital structure, and material agreements.

Form 8‑K current reports for T1 Energy contain many of the company’s key developments. Recent 8‑Ks detail construction of the G2_Austin solar cell fab, financing transactions such as public offerings of 5.25% convertible senior notes due 2030 and common stock, and registered direct offerings of common and preferred shares. Other 8‑K filings describe amendments to the company’s certificate of incorporation to increase authorized common shares and establish foreign ownership limits, changes to bylaws regarding director removal, and amendments to cooperation and commercial agreements with Trina Solar affiliates as part of FEOC compliance efforts under the One Big Beautiful Bill Act.

Investors reviewing TE filings can also see disclosures about Section 45X production tax credits, including the company’s first sale of these credits, and details of payoff and waiver agreements that modify debt and fee obligations. Certain 8‑Ks reference subpoenas from the U.S. Department of Justice and a voluntary document request from the U.S. Securities and Exchange Commission relating to historical stock transactions involving a company executive, along with T1 Energy’s statement that it is cooperating with both agencies.

Through this page, users can find annual reports on Form 10‑K, quarterly reports on Form 10‑Q, proxy statements such as the definitive proxy for a special meeting to approve share issuances and charter amendments, and any Form 4 insider transaction reports that may be filed. Stock Titan’s AI tools summarize long 10‑K and 10‑Q filings, highlight important sections on topics like capital formation, manufacturing plans for G1_Dallas and G2_Austin, and FEOC‑related risk factors, and surface notable items in 8‑K current reports. Real‑time updates from EDGAR ensure that new T1 Energy filings, including insider trading disclosures and proxy materials, are available promptly with plain‑language explanations.

Rhea-AI Summary

T1 Energy Inc. has filed a resale registration covering up to 21,504,901 shares of common stock, all to be sold from time to time by funds and accounts managed by Encompass Capital Advisors and other selling securityholders. These shares were originally issued in an October 31, 2025 stock purchase agreement and related registered direct offering. T1 Energy will not receive any proceeds from these resales; selling holders will receive the sale proceeds. As context, the company had 212,365,815 shares of common stock outstanding as of November 14, 2025, and its Series B and Series B-1 preferred stock is currently convertible into additional common shares under specified price-based conversion formulas. T1 Energy manufactures photovoltaic solar modules in the United States and its common stock trades on the NYSE under the symbol TE.

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Rhea-AI Summary

T1 Energy Inc. has filed a resale registration statement covering up to 1,600,000 shares of Series B Preferred Stock, 5,000,000 shares of Series B-1 Preferred Stock and 38,823,528 shares of common stock issuable upon their conversion. These securities are held by funds managed by Encompass Capital Advisors LLC, which originally acquired them through a prior stock purchase agreement that provided $50 million of gross proceeds to the company from the Series B-1 Preferred Stock.

The company will not receive any proceeds from the sale of these registered securities; all sales will be for the account of the selling securityholders. The preferred shares carry a 6% dividend, a $10.00 liquidation preference and mature on December 23, 2027, with optional conversion into common stock at set conversion prices tied to the company’s trading price. T1 Energy’s common stock trades on the NYSE under the symbol “TE,” with 212,365,815 shares outstanding as of November 14, 2025.

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Rhea-AI Summary

T1 Energy Inc. (TE) reported its first scaled quarter of manufacturing revenue, posting total net sales of $210.5 million for the three months ended September 30, 2025, driven by U.S. solar module sales, including related-party sales to the Trina Group. Gross profit was $21.1 million, but results were weighed by an impairment of acquired customer contract intangibles and higher operating costs.

The company recorded a net loss of $130.6 million for the quarter and an operating loss of $94.7 million, reflecting a $53.2 million impairment tied to reduced expected volumes on one acquired contract, elevated SG&A, and fair value movements in derivatives and warrants. Cash, cash equivalents, and restricted cash totaled $86.7 million at quarter end, with government grants receivable of $93.1 million linked to Section 45X credits expected to support future liquidity.

Capital structure and funding actions were active. T1 converted the first stage of an $80.0 million related-party convertible note into 12.5 million shares, obtained a credit facility waiver related to the customer-contract dispute, and, subsequent to quarter end, raised $72.0 million via common stock and $50.0 million through Series B‑1 preferred stock. As of November 7, 2025, common shares outstanding were 212,365,815.

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Rhea-AI Summary

T1 Energy Inc. announced quarterly results and furnished related materials. The company released its financial results for the quarter ended September 30, 2025 via a press release and provided an earnings call presentation dated November 14, 2025. These materials are being furnished and are not deemed filed under the Exchange Act. The presentation is also available on the company’s website.

T1 Energy’s securities are listed on the NYSE: Common Stock under TE and Warrants under TE WS.

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Rhea-AI Summary

Morgan Stanley filed an amended Schedule 13G on T1 Energy Inc. common stock, reporting beneficial ownership of 10,333,322 shares, representing 5.8% of the class as of 09/30/2025. Morgan Stanley reported 0 sole voting and dispositive power, with 10,277,521 shares under shared voting power and 10,333,322 under shared dispositive power.

Morgan Stanley Capital Services LLC separately reported beneficial ownership of 10,144,078 shares, or 5.7% of the class, with 0 sole voting and dispositive power and 10,144,078 shares under both shared voting and shared dispositive power. The filing certifies the securities were acquired and are held in the ordinary course of business and not to change or influence control.

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T1 Energy Inc. (TE) received an amended Schedule 13D/A from Encompass Capital entities and Todd J. Kantor, updating their ownership and recent financing terms. Encompass Capital Advisors LLC and Mr. Kantor each report beneficial ownership of 74,147,162 shares (approximately 19.99%), and Encompass Capital Partners LLC reports 61,209,267 shares (approximately 19.99%). These amounts include common shares, warrants, and shares issuable upon conversion of Series B and Series B‑1 preferred stock, all subject to a 19.99% beneficial ownership blocker.

The filing also details a new investment agreement: the investors received 21,504,901 common shares and 1,600,000 shares of Series B Preferred in partial consideration for the redemption and cancellation of all outstanding Series A Preferred. They also purchased 5,000,000 shares of Series B‑1 Preferred at $10.00 per share, providing aggregate gross proceeds of $50 million. Shares outstanding were 177,442,993 as of October 30, 2025.

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T1 Energy Inc. (TE) reported insider activity tied to a restructuring on 10/31/2025. A joint Form 4 for Todd Kantor, Encompass Capital Advisors LLC, and Encompass Capital Partners LLC (each a director by deputization and 10% owner) shows an acquisition of 21,504,901 shares of common stock. Following the reported transactions, 34,968,169 common shares were beneficially owned directly.

According to the agreement, the redemption and cancellation of all then-outstanding Series A Convertible Preferred Stock resulted in purchasers receiving 21,504,901 common shares and 1,600,000 Series B Convertible Non-Voting Preferred. Purchasers also purchased 5,000,000 Series B-1 Convertible Non-Voting Preferred at $10.00 per share. Each Preferred share is convertible based on the $10.00 issue price and an initial $1.70 conversion price, subject to a 19.99% beneficial ownership cap immediately after conversion.

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Rhea-AI Summary

T1 Energy Inc. launched a registered direct offering issuing 21,504,901 shares of common stock, 1,600,000 shares of Series B Convertible Non‑Voting Preferred, 5,000,000 shares of Series B‑1 Convertible Non‑Voting Preferred, and up to 38,823,528 shares of common stock issuable upon preferred conversion. Delivery is expected on or about October 31, 2025, subject to customary closing conditions.

The Series B‑1 is priced at $10.00 per share, with estimated net proceeds of $50 million to be used for working capital, strategic investments and partnerships, energy projects, and general purposes. Shares of common stock and Series B are being issued in partial consideration to redeem and cancel all outstanding Series A Preferred held by the purchasers. Series B converts into 9,411,764 common shares at $1.70; Series B‑1 converts at $1.90 (26,315,789 shares) or $1.70 (up to 29,411,764 shares) based on the 10‑Day VWAP. The preferred carries a 6% dividend and matures on December 23, 2027 with redemption at $10.00 per share. A 19.99% beneficial ownership cap applies to conversions. Common shares outstanding will be 177,442,993 immediately after this issuance (assuming no conversion), versus 155,938,092 as of June 30, 2025.

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Rhea-AI Summary

T1 Energy Inc. entered into an Amended and Restated Stock Purchase Agreement and commenced a registered direct offering under its effective Form S-3. The Purchasers agreed to buy 21,504,901 shares of common stock and 1,600,000 shares of Series B Convertible Non‑Voting Preferred Stock. They also agreed to purchase 5,000,000 shares of Series B‑1 Convertible Non‑Voting Preferred Stock at $10.00 per share, providing $50 million in aggregate gross proceeds.

The agreement facilitates the redemption and cancellation of all issued and outstanding Convertible Series A Preferred Stock as partial consideration. The company plans to use net proceeds for working capital, strategic investments and partnership development, advancement of energy technology and infrastructure projects, and general corporate purposes. T1 Energy filed Certificates of Designations for the Series B and Series B‑1 Preferred Stock, each with a $10.00 per share liquidation preference plus accrued but unpaid dividends. Closing is subject to customary conditions.

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T1 Energy Inc. (TE): Schedule 13D/A (Amendment No. 4) reports updated beneficial ownership by Encompass-affiliated filers. Encompass Capital Advisors LLC and Todd J. Kantor each report beneficial ownership of 44,720,694 shares, representing 19.99% of the common stock. Encompass Capital Partners LLC reports 35,890,919 shares, or 16.50%.

The reported holdings comprise 13,463,268 shares of common stock, 355,465 warrants exercisable into common shares, and 30,901,961 shares issuable upon conversion of Convertible Series A Preferred Stock, all subject to a 19.99% beneficial ownership limitation that caps conversion. Shares outstanding were 190,855,046 as of October 24, 2025; this is a baseline figure, not the amount being offered.

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FAQ

How many T1 Energy (TE) SEC filings are available on StockTitan?

StockTitan tracks 145 SEC filings for T1 Energy (TE), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for T1 Energy (TE)?

The most recent SEC filing for T1 Energy (TE) was filed on November 17, 2025.