Welcome to our dedicated page for Lithium Americas SEC filings (Ticker: LAC), 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.
Lithium Americas Corp. filings document its Thacker Pass lithium project, consolidated financial reporting, project financing, and public-company governance. Form 10-K and 10-Q disclosures cover audited and interim financial statements, operating updates, construction spending, and risk factors related to a development-stage lithium resource and processing project.
Material-event reports describe at-the-market equity distribution agreements, DOE ATVM loan amendments, warrant and registration-rights arrangements, and other capital-structure matters. Proxy materials cover annual meeting business, director elections, board composition, executive compensation, and shareholder voting for the company’s common shares listed on the NYSE and Toronto Stock Exchange.
Van Eck Associates Corporation reports ownership of 25,724,184 common shares of AMERICAS CORP. The filing, an amendment on a Schedule 13G/A, shows Van Eck holds 25,724,184 shares, representing 7.41% of the class and reports sole voting and sole dispositive power over those shares. The signature block names Ashley Sousa, Assistant Vice President.
Lithium Americas Corp. reported first-quarter 2026 results and major progress at its Thacker Pass lithium project. The Company posted net income of $4.6 million for the three months ended March 31, 2026, compared with a net loss of $11.5 million a year earlier, mainly due to a non-cash gain on the embedded derivative of its $195.0 million Orion convertible notes as the share price declined.
Operating expenses rose to $11.1 million from $6.5 million, reflecting higher hiring, share-based compensation, community investment and professional fees. Cash and restricted cash increased to $1,207.6 million, while total assets reached $3,112.7 million and long-term liabilities $1,071.1 million, driven by DOE loan funding, ATM equity proceeds and Thacker Pass development.
The Company completed an ATM equity program raising net proceeds of $246.7 million and began a new $250 million ATM, issuing additional shares after quarter-end. It also received a second $432 million advance under the U.S. DOE loan and issued the DOE a warrant for 18,268,687 common shares and a JV warrant for 8,656,509,695 JV units.
At Thacker Pass, approximately $1.3 billion of project capital has been spent, including $1,138.1 million toward a total Capex estimate of $2.93 billion. For 2026, Thacker Pass Phase 1 Capex is guided to $1.3–$1.6 billion. Construction is advancing with over 2.43 million safe workhours, detailed engineering more than 95% complete, procurement over 70% complete and long-lead equipment deliveries underway. The Company estimates potential tariff exposure on Phase 1 construction of about $80–$120 million, mostly in 2026, and is working to mitigate supply-chain and geopolitical impacts.
Lithium Americas Corp. reported Q1 2026 net income of $4.6 million, compared with a net loss of $11.5 million a year earlier. The improvement was driven mainly by a $14.3 million non-cash gain on the revaluation of the embedded derivative in its Orion convertible notes and a $5.4 million gain on the JV warrant, partly offset by higher general and administrative expenses of $11.1 million.
Cash and restricted cash rose to $1.21 billion as of March 31, 2026, from $905.6 million at year-end 2025, helped by a $432 million second advance under the U.S. DOE loan and $189.7 million of equity raised under an at-the-market program in the quarter. Mineral properties, plant and equipment, net, increased to $1.67 billion as construction at the Thacker Pass lithium project advanced.
The company capitalized $294.5 million of total Thacker Pass-related capex in Q1 2026 and has now invested $1.28 billion toward Phase 1, against a total Phase 1 capital estimate of $2.93 billion. For fiscal 2026, it targets total Thacker Pass Phase 1 capex of $1.3 billion to $1.6 billion and continues to aim for mechanical completion in late 2027.
LITHIUM AMERICAS CORP. director Clayton D. Walker filed an initial Form 3 as a reporting person. This filing serves as his first required statement of beneficial ownership in the company’s securities as a director. The disclosure does not report any share purchases, sales, option exercises, or other transactions.
Lithium Americas Corp. is asking shareholders to approve routine items at its 2026 virtual annual meeting, including fixing the Board size at seven, electing seven directors and reappointing PwC as auditor. Only holders of 348,821,406 common shares outstanding as of April 23, 2026 may vote.
The proxy highlights major 2025 progress at the Thacker Pass lithium project, including achieving fully funded status for Phase 1 with partners GM, Orion and a $2.23 billion U.S. Department of Energy loan. LAC drew $435 million from the DOE loan in October 2025 and a further $432 million in February 2026, and raised $590.9 million of equity via at-the-market programs.
By year-end 2025, detailed engineering was 93% complete and procurement 60% complete. The company reported approximately $905.6 million in total cash and restricted cash, including $412.6 million at the Thacker Pass joint venture, and targets mechanical completion in 2027 with full ramp-up during 2028.
Lithium Americas Corp. appointed Clayton Walker as an independent member of its Board of Directors, effective May 4, 2026. He brings more than 25 years of senior leadership at Rio Tinto, including roles overseeing major copper and iron ore operations across the Americas.
The company highlights that Walker’s operating, technical and U.S. regulatory experience is expected to support development of the Thacker Pass lithium project in Nevada. Phase 1 of Thacker Pass is designed for nominal production capacity of 40,000 tonnes per year of battery-quality lithium carbonate, with mechanical completion targeted for late 2027.
Thacker Pass is owned by a joint venture in which Lithium Americas holds a 62% interest and General Motors Holdings LLC holds 38%. Project financing for Phase 1 includes a $2.23 billion loan from the U.S. Department of Energy, which holds warrants for a 5% equity stake in Lithium Americas and a 5% non-voting equity interest in the joint venture.
Lithium Americas Corp. (LAC) files Amendment No. 1 to its Form 10-K mainly to add full Part III disclosures on directors, executive compensation, governance and ownership that were originally expected to come from the proxy statement. The amendment also updates the cover-page share count and includes new CEO/CFO certifications.
LAC describes a seven-member Board, with five directors deemed independent and a lead independent director overseeing executive sessions. The filing outlines five standing committees, their membership and charters, and highlights strong meeting attendance and a formal skills matrix covering financial, operational, ESG and risk expertise.
The company details a pay-for-performance program for three named executives, combining salary, short-term incentives tied to a 2025 corporate scorecard, and long-term incentives in restricted and performance share units based on relative total shareholder return. It also emphasizes stock ownership guidelines, clawback and insider trading policies, and caps on non-employee director pay to align leadership with shareholders.
MAGIE JINHEE reported acquisition or exercise transactions in this Form 4 filing.
Lithium Americas Corp. director Magie Jinhee received a grant of 7,919 Deferred Share Units (DSUs). Each DSU represents the right to receive one common share in the future, bringing her total DSU holdings to 86,031.
The DSUs carry no voting or dispositive rights until her service as a director ends. For U.S. participants, the underlying common shares are delivered six months after the termination date, while for non-U.S. participants settlement occurs on the 20th business day following termination.
LITHIUM AMERICAS CORP. director Philip Montgomery received a grant of 7,919 Deferred Share Units (DSUs), each representing the right to receive one common share. Following this award, he holds 73,374 DSUs in total. This is a compensation-related grant, not an open-market trade.
The DSUs do not convert into common shares, and he has no voting or dispositive rights over the underlying shares, until his service as a director ends. For U.S. participants, DSUs are settled automatically six months after termination; for non-U.S. participants, settlement occurs on the 20th business day after termination.