Wolfspeed Inc SEC Filings

Wolfspeed, Inc. reported an equity award to its Chief Financial Officer and Executive Vice President, Gregor van Issum. On 12/08/2025, he received 172,263 shares of common stock in the form of restricted stock units at a price of $0, increasing his directly held beneficial ownership to 172,263 shares.

The award is split into two RSU grants. For 135,997 RSUs, one-third vests on September 1, 2026, with the remaining units vesting quarterly in proportional amounts over the following two years. For 36,266 RSUs, one-third vests on October 1, 2026, with the balance also vesting quarterly over the next two years.

Wolfspeed, Inc. reported that its CEO and director received a new equity award in the form of restricted stock units. On 12/08/2025, the reporting person acquired 317,327 shares of common stock at a price of $0, reflecting a stock-based compensation grant rather than an open-market purchase.

The award consists of RSUs that vest over time. For 226,662 RSUs, one-third vests on May 1, 2026, with the remaining units vesting quarterly in proportional amounts over the following two years. For the remaining 90,665 RSUs, one-third vests on October 1, 2026, with the balance also vesting quarterly over the next two years. This structure ties the CEO’s compensation to the company’s long-term performance and continued service.

Wolfspeed, Inc. reported that its Chief Operating Officer received an award of 126,931 shares of common stock in the form of restricted stock units (RSUs) on 12/08/2025. The filing shows the RSUs were granted at a price of $0, reflecting a compensation grant rather than a market purchase.

After this grant, the officer beneficially owns 127,109 shares of Wolfspeed common stock. Of the RSUs, 90,665 vest with one-third on May 1, 2026, with the remainder vesting quarterly over the next two years. The remaining 36,266 RSUs vest with one-third on October 1, 2026, with the balance also vesting quarterly over the following two years, creating a multi-year retention and incentive structure.

Voya Financial, Inc. filed an amended Schedule 13G reporting its beneficial ownership of common stock of Wolfspeed, Inc. as of the event date 11/30/2025. Voya reports beneficial ownership of 1,400,509 Wolfspeed shares, representing 5.4% of the common stock class.

Voya has no voting power over these shares but reports sole dispositive power over the full 1,400,509 shares and no shared voting or dispositive power. The filing is made by Voya as a parent holding company (HC) for its wholly owned subsidiaries listed on an exhibit, which may be deemed to beneficially own the securities.

Voya certifies that the shares were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of Wolfspeed, other than activities solely in connection with a nomination under the specified proxy rule.

Wolfspeed, Inc. reported that it has received $698.6 million in cash tax refunds from the Internal Revenue Service. The refunds relate to the Advanced Manufacturing Investment Credit established under Section 48D of the Internal Revenue Code, which is aimed at supporting advanced manufacturing investments.

This large cash inflow significantly boosts Wolfspeed’s liquidity and financial flexibility, which can help fund ongoing operations and capital projects without relying as heavily on external financing. The company disclosed this news via a press release that is included as an exhibit.

Wolfspeed, Inc. filed a resale registration on Form S-1 covering up to 11,362,132 shares of common stock that may be offered and sold from time to time by selling stockholders. These shares are issuable upon conversion of the Company’s 2.5% Convertible Second‑Lien Senior Secured Notes due 2031 held by the selling stockholders. The Company is not selling any securities in this offering and will not receive proceeds from resales.

The selling stockholders may sell the registered shares on the NYSE under “WOLF” or in private transactions at market or negotiated prices, and timing and amounts are at their discretion. Wolfspeed emerged from Chapter 11 on September 29, 2025 and entered into a Registration Rights Agreement requiring this shelf registration. As context, shares outstanding were 25,892,446 as of October 31, 2025; this is a baseline figure, not the amount being offered. The closing price was $19.55 per share on November 12, 2025.

Wolfspeed, Inc. filed a Form 8-K announcing that it has provided unaudited pro forma consolidated financial information and explanatory notes. The pro forma information gives effect to the company’s prepackaged plan of reorganization that became effective on September 29, 2025, and its adoption of fresh start accounting on that date in accordance with ASC 852.

The materials are furnished for informational purposes and are included as Exhibit 99.1, incorporated by reference. This update outlines how Wolfspeed’s financial presentation reflects the plan’s effectiveness and the accounting reset applied on September 29, 2025.

Wolfspeed (WOLF): Renesas Electronics America Inc. and its parent, Renesas Electronics Corporation, disclosed beneficial ownership of 32,892,174 shares of Wolfspeed common stock, representing 56.0% of the class.

The reported stake reflects 16,852,372 shares of common stock plus shares issuable upon conversion of the Issuer’s 2.5% Convertible Second Lien Senior Secured Notes due 2031 (11,096,247 shares) and upon exercise of a warrant (4,943,555 shares), collectively described as the REA Reserve Shares. The percentage is based on 25,855,390 shares outstanding as of October 14, 2025, plus the REA Reserve Shares.

Renesas reports no sole or shared voting power and shared dispositive power over 32,892,174 shares. Under the Issuer’s Joint Prepackaged Chapter 11 Plan of Reorganization, Wolfspeed holds the REA Reserve Shares in reserve for REA; until certain regulatory approvals are received, REA may direct sales of these shares and receive the cash proceeds, while not exercising voting power over them.