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.
T1 Energy Inc. has filed an automatic shelf registration statement on Form S-3 as a well-known seasoned issuer, allowing the company and certain selling securityholders to offer and sell, from time to time, an unlimited amount of common stock, preferred stock, debt securities, warrants, subscription rights and purchase units. The specific terms and pricing of each issuance will be set in future prospectus supplements.
The filing describes T1 Energy’s U.S.-based solar manufacturing platform, including a five-gigawatt-per-year PV module facility in Wilmer, Texas and a phased solar cell project in Rockdale, Texas expected to begin production by the end of 2026. It also details outstanding Series B and Series B-1 convertible preferred stock carrying a 6% dividend, mandatory redemption on December 23, 2027 at $10.00 per share, extensive existing warrant structures, a 4.9% ownership cap for certain foreign holders, and anti-takeover and forum-selection provisions embedded in its Delaware charter and bylaws.
T1 Energy Inc. issued 3,000,000 common shares to Trina Solar (Schweiz) AG on December 30, 2025 as part of a debt settlement. These new shares increased the reporting person’s holdings to 48,877,960 shares held directly.
The share issuance serves as partial consideration for fully discharging the company’s obligations under a $150.0 million, 1% per annum senior unsecured note due 2029 and for partially satisfying a Production Reservation Fee owed under a Transaction Agreement dated November 6, 2024. This transaction shifts part of T1 Energy’s financial obligations into equity held by a director-level insider.
Trina Solar (Schweiz) AG filed an amended beneficial ownership report for T1 Energy Inc., stating beneficial ownership of 48,877,960 T1 Energy common shares, or 18.4% of the class, based on 266,190,963 shares outstanding as of December 30, 2025.
On December 30, 2025, T1 Energy issued 3,000,000 common shares to Trina Solar (Schweiz) AG in connection with a debt settlement. These shares were issued as partial consideration for the full discharge of T1 Energy’s obligations under a $150.0 million 1% senior unsecured note due 2029 and partial satisfaction of a production reservation fee owed under a prior transaction agreement.
On December 29, 2025, Trina Solar (Schweiz) AG and T1 Energy entered into an Amended and Restated Cooperation Agreement, which removed Trina Solar (Schweiz) AG’s ability to appoint two directors to T1 Energy’s board of directors while it continues to hold a significant equity stake.
T1 Energy Inc. reported that major shareholder and director Trina Solar (Schweiz) AG converted part of a 7% unsecured convertible note due 2030 into common stock. On 12/10/2025, the reporting person acquired 17,918,460 common shares in a transaction coded "C" (conversion), bringing its beneficial ownership to 45,877,960 common shares held directly.
According to the footnote, the note was originally issued in connection with an acquisition and allowed two conversion tranches, both subject to approvals. The Committee on Foreign Investment in the United States determined on 5/27/2025 that the transaction was not a covered transaction, and the company’s stockholders approved the second conversion on 12/3/2025, after which this second conversion closed on 12/10/2025.
T1 Energy Inc. director and reporting person Trina Solar (Schweiz) AG disclosed significant ownership and a large convertible note position. The reporting person holds 15,437,847 common shares of T1 Energy directly. In connection with an earlier acquisition transaction, T1 Energy issued a 7% unsecured convertible note with a principal amount of $80,000,000 to the reporting person.
According to the disclosure, this note was structured to be convertible into 12,521,653 shares of common stock in a "First Conversion" and an additional 17,918,460 shares in a "Second Conversion." The note’s convertibility was initially conditioned on review by the Committee on Foreign Investment in the United States (CFIUS), and the Second Conversion also requires approval by T1 Energy’s stockholders. CFIUS later determined the transaction was not a covered transaction, and the First Conversion occurred on 09/05/2025.
T1 Energy Inc. disclosed a series of December 29, 2025 transactions designed to complete its FEOC Restructuring and help comply with new U.S. energy tax credit rules under the One Big Beautiful Bill Act.
The company amended its cooperation agreement with Trina Solar to remove Trina’s right to nominate directors and to eliminate lock-up provisions that had already expired. It also restructured intellectual property arrangements: Trina’s affiliate sold the licensed IP to Evervolt Green Energy Holding, which assumed the IP license, while a new amended IP license excludes IP owned by specified foreign entities and limits future transfers to those entities.
Financially, T1 Energy entered a payoff letter under which all obligations on a loan note and $155.0 million of a $220.0 million production reservation fee were discharged, leaving $65.0 million outstanding. In return, the company paid Trina and TUS $274.0 million in cash and will issue 3,000,000 shares of common stock to Trina. A related waiver agreement forgave $34.0 million of 2025 service fees. The consultancy agreement with Chief Strategy Officer MingXing Lin was amended so he serves as a consultant.
T1 Energy Inc. reported that a director and Chief Strategy Officer exercised and settled restricted stock units into common shares. On December 23, 2025, 250,000 RSUs, originally granted on December 23, 2024, fully vested and were net settled into 250,000 shares of common stock. Following this transaction, the insider beneficially owns 381,800 shares of common stock, combining previously reported holdings with the newly issued shares. The filing indicates the transaction used transaction code M, which typically reflects the exercise or conversion of a derivative security.
T1 Energy Inc. disclosed that Trina Solar (Schweiz) AG has updated its ownership position in an amended Schedule 13D. The reporting person now beneficially owns 45,877,960 shares of T1 Energy common stock, representing 17.4% of the outstanding shares, based on 262,940,963 shares outstanding as of December 18, 2025.
The filing explains that Trina Solar (Schweiz) AG received 12,521,653 shares on September 5, 2025 through a “First Conversion” and a further 17,918,460 shares on December 10, 2025 through a “Second Conversion” under a Transaction Agreement with T1 Energy. Trina Solar (Schweiz) AG has sole voting and dispositive power over all 45,877,960 shares and reports no separate contracts or arrangements relating to these securities.
T1 Energy Inc. completed two major capital raises, issuing $161.0 million of 5.25% Convertible Senior Notes due 2030 and selling 32,525,254 common shares at $4.95 each. The company expects combined net proceeds of about $304.2 million after underwriting discounts, commissions and expenses.
T1 Energy plans to use the cash to progress efforts to become compliant with foreign entity of concern provisions of the One Big Beautiful Bill Act by December 31, 2025, including repaying certain indebtedness, and to fund working capital and construction and infrastructure for the first 2.1 GW phase of its G2_Austin facility, along with general corporate purposes.
The notes are senior unsecured, pay 5.25% interest semi-annually, and mature on December 1, 2030. They are initially convertible at 144.3001 shares per $1,000, implying a conversion price of about $6.93 per share, a 40% premium to the equity offering price, with additional conversion and redemption features tied to future share-price performance and specified corporate events.
T1 Energy Inc. is the subject of Amendment No. 6 to a Schedule 13D filed by Encompass Capital entities and Todd J. Kantor, updating their large ownership position.
Encompass Capital Advisors LLC and Mr. Kantor each report beneficial ownership of 74,147,162 shares composed of common stock, warrants and convertible preferred stock, representing 19.99% of T1 Energy’s common stock. Encompass Capital Partners LLC reports 61,209,267 shares, also equal to 19.99% of the class.
The position includes existing common shares, warrants and shares issuable upon conversion of Series B and Series B-1 Convertible Non-Voting Preferred Stock, all subject to a 19.99% beneficial ownership limitation. The amendment also describes a lock-up agreement dated December 11, 2025 under which Mr. Kantor agreed with Santander Capital Markets LLC and J.P. Morgan Securities LLC not to sell or hedge T1 Energy common stock for 30 days after the prospectus supplement date, with detailed exceptions for estate planning, compensation-related transactions, certain conversions and Rule 10b5-1 trading plans.