Welcome to our dedicated page for Tesla SEC filings (Ticker: TSLA), 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.
Tesla's SEC filings reveal how the company balances automotive manufacturing with energy storage growth. The 10-K annual report breaks down revenue between vehicle sales, energy products, and services, showing how each segment contributes to overall performance. Understanding this split matters because Tesla operates in fundamentally different markets with different margin profiles.
Quarterly 10-Q filings track production volumes and delivery numbers alongside financial metrics. These reports detail automotive gross margins, a closely watched indicator of Tesla's manufacturing efficiency. The energy segment's growth trajectory and profitability also become clear through sequential quarterly comparisons.
Form 4 insider transaction filings track when Tesla executives and directors buy or sell shares. Given Tesla's volatility and the significant holdings of key insiders, these transactions attract investor attention. Our AI highlights Form 4 filings as they're submitted, so you can see executive trading activity without manually searching EDGAR.
Tesla's proxy statements (DEF 14A) detail executive compensation structures, including stock-based awards that represent substantial portions of total pay. Board composition and governance matters appear here as well. For a company with Tesla's ownership structure and governance profile, proxy filings provide essential context.
8-K filings capture material events between quarterly reports: factory updates, financing activities, and significant operational announcements. Tesla's 8-K history reflects the company's active approach to disclosure. Our platform delivers these filings with AI-generated summaries explaining what each disclosure means for investors.
Tesla (TSLA) director Kimbal Musk reported a charitable gift of company stock. On 11/10/2025, he transferred 14,785 shares of Tesla common stock, coded “G” for a bona fide gift, at a reported price of $0.0. The filing notes this was a contribution to a donor-advised fund.
Following the transaction, Kimbal Musk beneficially owned 1,448,435 Tesla shares in direct ownership. This Form 4 reflects an insider’s personal charitable activity and does not indicate an open-market sale.
Tesla (TSLA) disclosed a Form 4 for Elon Musk, noting the acquisition of 423,743,904 shares of restricted stock on 11/06/2025 pursuant to the company’s 2025 CEO Performance Award.
The award consists of twelve equal tranches granted after required approvals. The shares are subject to a voting agreement, and Musk has given an irrevocable proxy to the company’s secretary to vote them under that agreement. Each tranche must meet specified conditions to be earned. If earned on or prior to September 3, 2030, tranches vest on March 3, 2033; if earned from September 4, 2030 through September 3, 2035, tranches vest on September 3, 2035, in each case subject to stated conditions.
The filing lists a $334.09 amount in the price column, described as an offset amount payable unconditionally upon vesting of the restricted stock award. Following the reported transaction, Musk beneficially owned 519,743,904 shares directly and 413,362,808 shares indirectly through the Elon Musk Revocable Trust dated July 22, 2003.
Tesla, Inc. filed a Form S-8 to register equity under two plans: 60,000,000 shares of common stock for eligible service providers under the Amended and Restated 2019 Equity Incentive Plan, and 423,743,904 shares of restricted stock to be issued to Elon Musk under the Tesla, Inc. 2025 CEO Performance Award.
The filing also provides that, under Rule 416(a), the registration covers additional shares issuable due to stock splits, stock dividends, recapitalizations or similar events. Standard limitation of liability and indemnification provisions for directors and officers are described, along with related exhibits and consents.
Tesla, Inc. reported results of its
Governance outcomes were mixed. A shareholder proposal to elect each director annually was approved. A management proposal to remove supermajority voting requirements did not pass. Most other shareholder proposals did not pass, including one regarding Board authorization of an investment in x.AI Corp., which received more votes for than against but failed due to a high number of abstentions under Tesla’s bylaw standard.
Illustrative vote counts include: executive compensation advisory approval (For: 1,931,965,361) and CEO Performance Award approval (For: 1,892,235,822).
Bowyer Research filed a notice of exempt solicitation urging Tesla shareholders to vote FOR Proposals 2, 3, and 4 at the 2025 annual meeting. The filing supports an amended equity incentive plan, an advisory vote on executive compensation, and a performance-based CEO award for Elon Musk structured as 12 tranches of stock options.
The filer states these options vest only upon extraordinary milestones, including raising market capitalization from roughly $1.5 trillion to $8.5 trillion, delivering 20 million vehicles annually, deploying 1 million robotaxis, and reaching $400 billion in adjusted EBITDA. It argues shareholders would see about $7 trillion in value creation before Musk earns from the award, and estimates dilution at about 12% if all tranches vest.
The submission cites retention risk if Proposal 4 fails, noting the board has indicated Musk’s continued engagement is contingent on support. It acknowledges opposition from ISS, Glass Lewis, and Norges Bank Investment Management focused on dilution and governance, while asserting the plan aligns incentives with long-term shareholder value.
Tesla, Inc.: Bowyer Research filed a notice of exempt solicitation urging shareholders to vote NO on Proposal No. 8 regarding adding sustainability goals to senior executive compensation. The filing states Proposal Eight, submitted by Tulipshare Fund 1 LP, would have Tesla adopt and disclose targets and metrics for integrating sustainability goals—including diversity and independence—into executive pay plans.
Bowyer Research argues Tesla’s compensation is already tied to ambitious operational and financial milestones, that sustainability is inherent to Tesla’s mission, and that introducing ESG-linked metrics could add subjective criteria and distract from core performance goals. They also cite the board’s oversight and disclosures as sufficient and contend mandated ESG metrics could dilute Tesla’s performance-based pay structure. The notice says the filer does not beneficially own more than $5 million of Tesla securities and submits this material voluntarily for public disclosure.
New York State Common Retirement Fund filed a notice of exempt solicitation addressing Tesla’s upcoming votes. The fund urges shareholders to vote AGAINST directors Ira Ehrenpreis, Joe Gebbia, and Kathleen Wilson‑Thompson; AGAINST Proposal 3 to amend the 2019 equity incentive plan; AGAINST Proposal 4 for a 2025 CEO Performance Award; and FOR Proposal 10 to amend bylaws and repeal a 3% ownership threshold for filing derivative suits.
The letter argues for stronger board oversight and preservation of shareholder rights, citing concerns about pay design, board independence, and a bylaw change tied to the company’s move to Texas. It emphasizes restoring accountability and aligning governance with shareholders’ interests while noting this is not a request to send proxy cards.
The State Board of Administration of Florida filed an exempt solicitation supporting Tesla’s proposed 2025 CEO performance award. The plan grants up to 423.7 million shares in 12 tranches, earned only if market capitalization and operational milestones are met.
Market-cap targets span $2 trillion to $8.5 trillion with dual 30-day and 6-month thresholds. Operational goals include cumulative vehicle deliveries, paid FSD subscriptions, and deployments of Optimus robots and robotaxis, with stretch indicators such as 20 million vehicle deliveries and 1 million robotaxis.
Shares earned before year 5 vest after 7.5 years; those earned after year 5 vest at year 10, followed by a 5-year holding period. The SBA notes potential dilution of roughly ~12% if fully earned and states it will vote FOR the plan at the Annual General Meeting on November 6, 2025.
Tesla, Inc. reported Q3 2025 results with total revenue of $28.095 billion, up from $25.182 billion a year ago. Net income was $1.389 billion versus $2.189 billion, as higher operating expenses reduced profitability. Gross profit was $5.054 billion and income from operations was $1.624 billion compared to $2.717 billion last year.
Automotive sales revenue reached $20.359 billion, while automotive regulatory credits declined to $417 million. Energy generation and storage revenue rose to $3.415 billion, and services and other contributed $3.475 billion. Cash and cash equivalents were $18.289 billion and short‑term investments were $23.358 billion, totaling $41.647 billion. Property, plant and equipment, net, increased to $39.407 billion, including AI infrastructure of $6.621 billion. Deferred revenue tied largely to FSD (Supervised) features was $3.83 billion as of September 30, 2025. Shares outstanding were 3,325,819,167 as of October 16, 2025.
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