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. 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.
T1 Energy Inc. entered into agreements for concurrent public equity and debt offerings. The company agreed to issue and sell 28,282,830 shares of common stock at $4.95 per share, and the underwriters exercised an option for an additional 4,242,424 shares, bringing the total to 32,525,254 shares, with the offering completed on December 15, 2025.
The company also agreed to issue $140,000,000 aggregate principal amount of 5.25% Convertible Senior Notes due 2030, and the underwriters exercised an option for an additional $21,000,000 of notes. The notes offering, including the over-allotment, is expected to close on December 16, 2025, subject to customary conditions.
T1 Energy Inc. is offering $140,000,000 of 5.25% Convertible Senior Notes due 2030, with an estimated $133.0 million in net proceeds after underwriting discounts and expenses.
The notes pay 5.25% annual interest, starting June 1, 2026, and mature on December 1, 2030. They are convertible at an initial rate of 144.3001 common shares per $1,000 principal amount (equivalent to about $6.93 per share), subject to market-based and event-driven conditions, and may be settled in cash, stock, or a combination at the company’s election. T1 Energy can redeem the notes for cash on or after December 6, 2028 if its stock trades at least 130% of the conversion price for a specified period, while holders can require repurchase at 100% of principal plus interest after certain fundamental changes.
The company plans to use the proceeds, together with a concurrent public common stock offering of 28,282,830 shares, to advance compliance with FEOC Rules (including repaying certain debt), fund working capital and the first 2.1 GW phase of its G2_Austin solar cell facility, and for general corporate purposes.
T1 Energy Inc. is offering 28,282,830 shares of common stock at $4.95 per share, for estimated net proceeds of approximately $131.3 million after underwriting fees and expenses. Underwriters may purchase up to 4,242,424 additional shares within 30 days, which would further increase proceeds and dilution.
At the same time, the company is marketing $140,000,000 of 5.25% Convertible Senior Notes due 2030, with an option to increase the deal size to $161,000,000. The notes initially convert at 144.3001 shares per $1,000 principal, implying a conversion price of about $6.93 per share and potential future share issuance.
T1 Energy manufactures photovoltaic solar modules in Texas and is developing its G2_Austin solar cell facility. It plans to use combined equity and convertible note proceeds to comply with FEOC Rules under recent U.S. legislation, repay certain indebtedness, fund the first 2.1 GW phase of G2_Austin, support working capital and for general corporate purposes. Recent October 2025 equity transactions and the Trina note conversion have already increased the share count, and the company highlights immediate dilution of $4.44 per share for investors in this offering, along with additional dilution risk from preferred stock, equity awards and the new convertible notes.
T1 Energy Inc. is offering $140,000,000 of common stock on the NYSE under the symbol TE, with underwriters granted a 30‑day option to buy up to an additional $21,000,000 of shares. A separate, concurrent public offering of $120,000,000 of Convertible Senior Notes due 2030 (up to $138,000,000 with over‑allotments) may proceed independently of the stock sale.
The company plans to use combined proceeds to repay certain debt, support compliance with new FEOC rules under recent U.S. legislation, fund working capital, and build out the first 2.1 GW phase of its G2_Austin solar cell facility, along with general corporate purposes. Recent capital actions include large October registered direct equity and preferred offerings and full conversion of an $80.0 million Trina note into common stock. The company warns of immediate dilution, possible future dilution from preferred, options, warrants and notes, and does not expect to pay dividends.
The offering is limited to investors that are not Specified Foreign Entities under U.S. tax rules, reflecting a foreign ownership cap designed to maintain eligibility for U.S. clean‑energy incentives.
T1 Energy Inc. is offering $120 million of convertible senior notes due 2030, with an additional $18 million over-allotment option for underwriters. The notes are senior unsecured, pay semiannual interest, mature on December 1, 2030, and can convert into common stock at T1 Energy’s election in cash, shares, or a mix, subject to specified stock-price and trading conditions and a final open conversion period before maturity.
The company may redeem the notes for cash after December 6, 2028 if its share price trades at least 130% of the conversion price for a defined period, and holders can require cash repurchase at 100% of principal plus interest after a fundamental change. As of September 30, 2025, T1 Energy reported $622.3 million of total long‑term debt, including $205.3 million of secured borrowings. A concurrent public offering of $140 million of common stock (up to $161 million with options) is planned. Net proceeds from both offerings are intended to support compliance with new U.S. tax-related foreign entity rules, repay certain debt, fund the first 2.1 GW phase of the G2_Austin solar cell facility, and for general corporate purposes.
T1 Energy Inc. reported several governance changes and a business update alongside new regulatory inquiries. Stockholders approved issuing 17,918,460 shares of common stock upon conversion of a previously arranged convertible note and amended the Certificate of Incorporation to add foreign ownership limits, increase authorized common shares from 355,000,000 to 500,000,000, and remove the “only for cause” requirement to remove directors. The Board also adopted Third Amended and Restated Bylaws reflecting this director removal change. The company signed a 2.0 GW, fixed-margin offtake contract for 2026 module deliveries, bringing total fixed‑margin 2026 module sales for its G1_Dallas facility to 3.0 GW. In November 2025, T1 Energy and an executive/board member received DOJ grand jury subpoenas and an SEC voluntary document request related to that individual’s stock sales in the second half of 2023; the company is cooperating and says it cannot predict the duration, outcome or impact.
T1 Energy Inc. director reported receiving an equity award in the form of restricted stock units. On December 1, 2025, the reporting person acquired 50,000 shares of T1 Energy common stock at a stated price of $0 per share, reflecting a stock-based compensation grant rather than an open‑market purchase. Following this grant, the reporting person beneficially owns 50,000 shares directly.
According to the footnotes, these are RSUs granted under the company’s 2021 Equity Incentive Plan (as amended April 22, 2024). The RSUs vested immediately upon grant, with one‑third scheduled to be released on December 1 of each of 2026, 2027, and 2028, which staggers when the director actually receives the underlying shares over time.
T1 Energy Inc. reported that a director acquired 50,000 shares of common stock on 12/01/2025 through a restricted stock unit (RSU) grant at a price of $0 per share. The RSUs were granted under the company’s 2021 Equity Incentive Plan, as amended on April 22, 2024, and each RSU represents the right to receive one share of common stock.
The filing notes that the RSUs vested immediately upon grant and will be net settled in shares of common stock, with one-third of the units scheduled to be released on December 1, 2026, another third on December 1, 2027, and the final third on December 1, 2028. Following this transaction, the director beneficially owns 50,000 shares directly.