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.
The Tesla, Inc. (TSLA) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Texas corporation with publicly traded common stock, Tesla files annual reports on Form 10-K, quarterly reports on Form 10-Q, current reports on Form 8-K and proxy statements on Schedule 14A, among other documents. These filings contain detailed information on Tesla’s automotive, Energy Generation and Storage, and Services and Other segments, as well as governance, compensation and risk disclosures.
Recent 8-K filings from Tesla include items furnished under "Results of Operations and Financial Condition" that attach quarterly updates as exhibits, providing revenue, gross profit, operating income, net income, cash flow and non-GAAP metrics such as adjusted EBITDA and free cash flow. Other 8-Ks describe material definitive agreements, such as indemnification agreements for directors and officers, and compensation arrangements including the 2025 CEO Interim Award and the 2025 CEO Performance Award.
Tesla’s definitive proxy statements (DEF 14A) offer insight into corporate governance, board composition, shareholder proposals and executive compensation, including amendments to the 2019 Equity Incentive Plan and performance-based awards tied to long-term financial and operational milestones. Shareholders can review vote results for director elections, advisory votes on executive pay, auditor ratification and other management and shareholder proposals in 8-K filings that report annual meeting outcomes.
On Stock Titan, TSLA filings are supplemented with AI-powered summaries that explain the key points of lengthy documents, helping readers quickly understand what changed in a particular 10-K, 10-Q, 8-K or proxy statement. Real-time updates from EDGAR mean new Tesla filings, including Form 4 insider transaction reports when available, appear promptly, while AI-generated highlights point to important sections on revenue drivers, segment performance, liquidity, compensation structures and shareholder voting results.
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 Comptroller Thomas P. DiNapoli, on behalf of the New York State Common Retirement Fund, is mounting an exempt solicitation campaign ahead of Tesla’s November 6, 2025 annual meeting. In prepared remarks for an investor webinar, he says the fund’s goal is to protect and grow pension assets for 1.2 million members and argues that Tesla’s current governance structure threatens long-term value.
He urges shareholders to vote against all Tesla directors up for reelection and against a new 2025 pay award for Elon Musk, which he describes as a “trillion dollar” program that could dilute existing shareholders by roughly 12 percent. DiNapoli also asks investors to support Proposal 10, a shareholder resolution to repeal Tesla’s bylaw requiring a 3 percent ownership stake – estimated in the remarks at about $30 billion – before filing a derivative lawsuit, a threshold he says leaves only four holders able to sue. The remarks criticize what he characterizes as weak board oversight, Musk’s divided attention, and an excessively discretionary pay design, and call for stronger accountability and shareholder rights at Tesla.
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.
Tesla, Inc. furnished an 8-K under Item 2.02 announcing it released financial results for the quarter ended September 30, 2025. The company posted its Third Quarter 2025 Update on its website, and the full text is included as Exhibit 99.1. The information is furnished, not filed, under the Exchange Act, except as expressly incorporated by reference. The filing also includes Exhibit 104 for the cover page interactive data file.
Tesla, Inc. shareholders received a PX14A6G notice urging support for Proposal Eleven, a governance change tied to Tesla’s Texas reincorporation. The proposal would amend the bylaws so that if the Board adopts the Texas Business Organizations Code Section 21.373 thresholds for submitting shareholder proposals, that Board action must be ratified by shareholders within one year.
The bylaw language calls for approval by at least 66 2/3% of total voting power, voting together as a single class. Section 21.373 permits companies to require proponents to hold 3% of voting shares or voting shares with a $1,000,000 market value to submit Rule 14a‑8 proposals. The filing argues these thresholds exceed current SEC standards and could limit shareholder input; it frames Proposal Eleven as a safeguard ensuring any move to adopt these thresholds is confirmed by shareholders.
Tesla shareholder John Chevedden is urging investors to support Proposal 6, a binding governance measure at Tesla Inc. He argues that this proposal is needed to ensure Tesla is governed more democratically by majority shareholder votes and to increase accountability to non-Musk shareholders. The materials stress that many prior votes on the same topic have received majority shareholder support.
Chevedden notes that Proposal 6 requires approval by 66-2/3% of all Tesla shares outstanding, meaning any share that is not voted effectively counts against it. He contends that adoption of Proposal 6 would clear the way for annual election of each Tesla director, which he believes would reduce overreliance on Elon Musk and keep management focused on Tesla shareholder value. He asks shareholders to follow the voting procedures in Tesla’s proxy materials and not to send him their proxy cards.
SOC Investment Group and several public funds urge Tesla shareholders to vote against three directors and two major pay proposals at the November 6, 2025 annual meeting. The letter cites Tesla’s recent sales declines, profit drops, and share-price volatility as evidence that stronger board oversight is needed.
The authors argue Tesla’s board is insufficiently independent from Elon Musk, highlighting very high director pay, a prior Delaware court ruling that invalidated Musk’s 2018 $56 billion pay package, and a settlement requiring directors to return $920 million in compensation. They oppose amendments to the 2019 equity plan that would create a 207,960,630-share special reserve solely for Musk and a 60 million-share employee pool in a single bundled vote, and criticize the proposed 2025 CEO Performance Award—described in media as worth up to $1 trillion—for what they view as undemanding, highly discretionary performance targets and potential long‑term dilution that could lift Musk’s ownership toward roughly one‑quarter of Tesla’s voting power.
Tesla, Inc. faces an exempt solicitation from a group of public pension funds and investors urging shareholders to oppose key board and pay items at the November 6, 2025 annual meeting. The letter asks investors to vote against the reelection of directors Ira Ehrenpreis, Joe Gebbia, and Kathleen Wilson‑Thompson, against the Amended and Restated 2019 Equity Incentive Plan, and against the 2025 CEO Performance Award.
The authors argue that Tesla’s recent operational trends, including global sales declines of 13% year over year in both the first and second quarters of 2025, 2024 revenue growth of only 1% after years of rapid expansion, and a reported 52% drop in operating income and 38% drop in net income for the first half of 2025 versus the prior year, show the need for stronger oversight. They also highlight stock price volatility and market‑share losses in Europe.
The solicitation criticizes what it describes as limited board independence, unusually high director and CEO compensation, and equity plans that could significantly increase Elon Musk’s voting power and dilute other shareholders, including a special share reserve and a new CEO award with up to 12 tranches of stock.