Wolfspeed, Inc. filings document the company’s silicon carbide semiconductor business, NYSE-listed common stock, operating results, capital structure, and post-reorganization reporting. Recent 8-K disclosures include quarterly results, product and end-market commentary, material agreements, secured convertible notes, debt redemption activity, equity issuance, and registration-statement matters.
The filing record also documents Wolfspeed’s emergence from Chapter 11 under a court-approved prepackaged plan of reorganization, adoption of fresh start accounting, related pro forma financial information, and regulatory clearance tied to completed equity issuance. Governance disclosures include executive compensation arrangements, while financing filings describe subsidiary guarantees, collateral arrangements, lien ranking, and other debt-security terms.
Wolfspeed, Inc. is registering up to 11,362,132 shares of common stock for potential resale by selling stockholders, who may obtain these shares upon conversion of its 2.5% Convertible Second-Lien Senior Secured Notes due 2031. The company is not selling shares in this offering and will receive no proceeds from any resale. This Form S-1 uses a shelf structure, allowing noteholders to sell over time through various methods.
Wolfspeed emerged from Chapter 11 bankruptcy on September 29, 2025 under a confirmed prepackaged plan, and as of October 31, 2025 had 25,892,446 shares of common stock outstanding. The recapitalized balance sheet includes new senior secured notes due 2030 and multiple series of second‑lien notes, some of which are convertible into additional common stock. The company has never paid cash dividends and currently intends to retain earnings, while highlighting significant risks and forward‑looking uncertainties for investors.
Wolfspeed, Inc. updated equity compensation for its CEO, CFO and COO by amending their employment arrangements and confirming new stock-based awards. For CEO Robert Feurle, the company agreed to grant restricted stock units (RSUs) valued at $5,000,000 as a sign-on award, additional RSUs valued at $2,000,000 as an annual grant, and performance stock units (PSUs) valued at $3,000,000, each determined using a defined Reference Value and vesting over roughly three years.
CFO Gregor van Issum and COO David Emerson will receive similar sign-on and annual RSU and PSU packages, with values of $3,000,000, $800,000 and $1,200,000 for each executive. The PSU awards can range from no payout to double the target amount based on relative total shareholder return versus the Russell 3000, revenue for the fiscal year ending June 30, 2028 and leveraged free cash flow over specified performance periods, while RSUs and PSUs generally vest more quickly in the event of death or disability.
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.