Welcome to our dedicated page for X-ENERGY SEC filings (Ticker: XE), 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on X-ENERGY's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into X-ENERGY's regulatory disclosures and financial reporting.
X-Energy, Inc. executive Dinkar S. Bhatia filed an initial ownership report showing his equity stake in the company. He directly holds 574,335 shares of Class A Common Stock, which includes 306,719 shares of restricted stock. He also holds a stock option for 215,713 underlying shares of Class A Common Stock at an exercise price of $23.00 per share. The option is vested as to 75,883 underlying shares, with additional portions scheduled to vest in substantially equal annual installments beginning on December 23, 2026 and January 1, 2027. This filing records existing holdings rather than reporting a new purchase or sale.
X-Energy, Inc. reported the initial equity holdings of officer Steven L. Miller. He directly holds 948,747 shares of Class A Common Stock, including 326,640 shares of restricted stock, indicating a substantial existing ownership stake rather than a new market transaction.
Miller also holds a stock option covering 254,740 underlying shares of Class A Common Stock at an exercise price of $23.00 per share, expiring on April 24, 2036. The option is vested as to 82,332 underlying shares, with additional tranches vesting in annual installments beginning in 2026 and 2027.
X-Energy, Inc. Chief Accounting Officer Laura Garcia filed an initial insider report detailing her equity holdings. She directly owns 195,622 shares of Class A common stock, including 75,254 shares of restricted stock. She also holds stock options covering 73,473 underlying shares at an exercise price of $23.00 per share, expiring on April 24, 2036.
The options are vested as to 34,130 shares, with the remaining portions scheduled to vest in tranches between December 2026 and January 2028.
Popovic Dragan, an officer of X-Energy, Inc., has reported initial ownership of the company’s equity. The filing shows direct ownership of 544,962 shares of Class A Common Stock, which a footnote clarifies represent restricted stock. He also holds a stock option over 891,208 shares of Class A Common Stock at an exercise price of $23.00 per share. This option expires on April 24, 2036 and vests in four substantially equal annual installments beginning on December 23, 2026, indicating a long-term, time-based compensation structure rather than a current market transaction.
X-Energy, Inc. officer Daniel Andrew Gross filed an initial ownership report showing he holds 778,518 shares of Class A Common Stock as restricted stock and stock options covering 1,273,155 shares of Class A Common Stock at an exercise price of $23.00 per share. The stock options expire on April 24, 2036 and vest in four substantially equal annual installments beginning on December 23, 2026.
X-Energy, Inc. Chief Executive Officer Jeffrey Clay Sell filed an initial Form 3 detailing his ownership in the company. He reports direct holdings of 3,747,172 shares of Class A Common Stock, which include 1,439,004 shares of restricted stock.
Sell also holds a stock option covering 1,281,329 underlying shares of Class A Common Stock at an exercise price of $23.00 per share, expiring on April 24, 2036. The option is currently vested as to 284,534 shares, with additional portions scheduled to vest in installments beginning in 2026 and 2027. The filing reflects existing positions rather than new market transactions.
X-Energy, Inc. received an initial ownership report from investment vehicles affiliated with Ares. The filing shows indirect holdings of 5,440,619 shares of Class A common stock by Ares X-Energy Holdings LP and 24,418,756 Common Units with an equivalent number of Class B shares split between Ares X-Energy Holdings LP and ACIP Investments Pooling LLC - Series 31. These Common Units may be redeemed on a one-to-one basis for Class A shares, with an equivalent number of Class B shares cancelled on exchange.
X-Energy, Inc. plans an initial public offering of 42,857,143 shares of Class A common stock at an expected price between $16.00 and $19.00 per share, with listing sought on Nasdaq under the symbol “XE.”
After the offering, X-Energy will use an Up-C structure, owning about 66.8% of X-Energy Reactor Company, LLC (or 67.3% if the underwriters fully exercise their option). Class A shares will carry economic rights and one vote per share, while Class B shares will carry one vote but no economic rights. A Tax Receivable Agreement will require X-Energy to share future tax benefits with pre-IPO owners, which will reduce cash available for other uses.
X-Energy designs advanced small modular reactors and manufactures TRISO-X fuel, targeting data centers, industrial heat users, and utilities. For 2025 it reported $109.1 million in total revenues and grant income and a net loss of $389.8 million, reflecting heavy investment in development. As of December 31, 2025, total assets were $1.21 billion. The company also relies on a large U.S. Department of Energy award under the Advanced Reactor Demonstration Program, of which about $438 million had been reimbursed by the end of 2025, but future funding remains subject to federal appropriations and DOE approval.