Welcome to our dedicated page for Lucid Group SEC filings (Ticker: LCID), 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.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Lucid Group, Inc. (NASDAQ: LCID), a Silicon Valley-based manufacturer of the Lucid Air sedan and Lucid Gravity SUV. These documents offer detailed insight into Lucid’s capital structure, governance, stockholder actions and periodic operating updates, and complement the company’s press releases and investor presentations.
Lucid’s Form 8-K current reports are a key source of information about material events. Recent 8-K filings describe the issuance of 7.00% Convertible Senior Notes due 2031 in a Rule 144A private offering, including terms such as interest rate, maturity, conversion price, redemption conditions and ranking of the notes. The filings also explain how Lucid used a portion of the net proceeds to repurchase outstanding 1.25% Convertible Senior Notes due 2026 and intends to apply remaining proceeds to general corporate purposes. Related 8-K disclosures discuss a prepaid forward transaction entered into by Ayar Third Investment Company, a wholly owned subsidiary of the Public Investment Fund, and its role in facilitating derivative hedging by investors in the notes.
Other 8-K filings cover amendments to Lucid’s delayed draw term loan facility with Ayar, increasing the aggregate commitment and specifying associated fees, as well as quarterly production and delivery announcements that are furnished rather than filed. Additional reports describe corporate actions such as the approval and implementation of a one-for-ten reverse stock split via an amendment to Lucid’s certificate of incorporation, including the impact on outstanding and authorized shares and the treatment of fractional shares.
Lucid’s proxy materials, such as the definitive proxy statement on Schedule 14A for its special meeting, provide detail on stockholder proposals and voting results, including the authorization of the reverse stock split. The filings also outline how the company conducts virtual meetings, determines quorum and handles broker non-votes. Registration statements on Forms S-3 and S-8 are referenced in connection with the reverse split, with disclosures on how share amounts are proportionally adjusted under SEC rules.
On Stock Titan, Lucid’s SEC filings are updated as they are made available through EDGAR. AI-powered tools can help summarize lengthy documents like indentures, credit agreements and proxy statements, highlight key terms such as conversion rates, repurchase rights and voting outcomes, and surface references to financing arrangements, stockholder approvals and changes in capital structure. This allows investors and researchers to review LCID’s regulatory history more efficiently while retaining access to the full underlying filings.
Lucid Group, Inc. reported operational metrics for the quarter ended March 31, 2026, stating it produced 5,500 vehicles and delivered 3,093 vehicles. Deliveries of the Lucid Gravity were disrupted for 29 days by a supplier quality issue with second-row seats, which limited the company’s ability to meet demand during the period.
Lucid said the seat issue has been resolved and reaffirmed its previously shared 2026 production guidance of 25,000–27,000 vehicles. The company plans to discuss full first quarter 2026 financial results on a conference call and webcast scheduled for May 5, 2026.
Lucid Group, Inc. senior vice president of finance and accounting Gagan Dhingra filed an amended Form 4 updating previously reported equity award activity. The amendment corrects the number of performance-based restricted stock units whose performance criteria were satisfied and the related share vesting and tax withholding details.
On March 3, 2026, Dhingra acquired 40,801 shares of Class A common stock via a grant or award, with no cash paid per share. According to the filing, 50% of the reported shares vested on March 5, 2026, and the remaining portion will vest in four equal installments on June 5, 2026, September 5, 2026, December 5, 2026, and March 5, 2027, subject to service-based vesting requirements.
The amendment also updates the number of shares, 17,997, that were withheld by Lucid on March 5, 2026 to satisfy tax withholding and remittance obligations tied to PSU settlements and time-based RSU vesting. After these compensation and tax-withholding entries, Dhingra directly holds 152,123 shares of Lucid Class A common stock.
Lucid Group, Inc. used its Investor Day to outline a multi-year plan to scale its business, launch a new midsize EV platform, and move toward profitability and positive free cash flow. The midsize lineup, including the Lucid Cosmos and Lucid Earth SUVs, is engineered to start below $50,000 and target segment-leading efficiency of up to 4.5 miles per kWh, with production planned to start in late 2026.
Management reaffirmed 2026 production guidance of 25,000–27,000 vehicles and capital expenditures of $1.2–$1.4 billion, while targeting gross margin profitability and high-teens revenue in the mid-term and free cash flow positivity by the late decade. Lucid highlighted cost reductions of up to 70% per unit on the midsize platform versus current models, driven by a new Atlas drive unit, smaller batteries, simpler electronics, and more efficient manufacturing.
The company also emphasized new recurring revenue streams from software, autonomy features, services, and platform licensing, aiming for roughly $1 billion in annual non-vehicle revenue and more than $2 billion from robotaxi and other B2B partnerships by the late decade. Lucid described an autonomy roadmap from current driver-assistance features to Level 4 capabilities for both personal vehicles and robotaxis, supported by partnerships including Uber and Nuro, and framed these initiatives as central to its strategy to expand its addressable market to more than $700 billion by 2035.
Lucid Group interim CEO Marc Winterhoff reported equity award and tax-withholding transactions involving Class A Common Stock. On March 3, 2026, he acquired 89,967 shares at $0.00 per share as a grant tied to performance-based restricted stock units (PSUs) whose performance criteria were satisfied.
Footnotes explain that 50% of these PSUs vested on March 5, 2026, with the remainder vesting in 1/8th increments on June 5, 2026, September 5, 2026, December 5, 2026, and March 5, 2027, subject to service-based vesting. On March 5, 2026, 42,925 shares were disposed of at $10.27 per share through withholding by Lucid to satisfy tax obligations related to PSU and restricted stock unit settlements. After the tax-withholding disposition, Winterhoff directly owned 355,065 shares of Lucid Class A Common Stock.
Lucid Group Chief Financial Officer Taoufiq Boussaid reported equity award activity involving Class A common stock. On March 3, 2026, he acquired 57,625 shares at $0.0000 per share through a grant or award, tied to performance-based restricted stock units whose performance criteria had been satisfied.
On March 5, 2026, 20,051 shares were disposed of at $10.2700 per share as a tax-withholding disposition, with the shares withheld by Lucid Group to cover tax obligations related to the settlement of PSUs and time-based RSUs. After these transactions, Boussaid directly owned 126,222 shares of Class A common stock.
Lucid Group SVP Finance & Accounting Gagan Dhingra reported a mix of equity awards and related tax share withholdings. On March 3, 2026, Dhingra acquired 34,952 shares of Class A common stock as a grant at $0.00 per share, tied to performance-based restricted stock units (PSUs) whose performance criteria have been satisfied. On March 5, 2026, 16,418 shares were disposed of through shares withheld by Lucid to cover tax obligations upon PSU settlement and vesting of time-based restricted stock units, at $10.27 per share. After these transactions, Dhingra directly held 147,853 Class A shares.
Lucid Group registered for resale up to 69,108,837 shares of Class A common stock for existing holders, with no new shares issued or proceeds to Lucid. The company also announced a U.S. workforce reduction of about 12% (excluding hourly production staff), targeting roughly $500 million in cost savings over three years and incurring $40–$42 million in severance and related charges, largely completed by the end of Q2 2026.
For 2025, Lucid delivered 15,841 vehicles and generated $522.7 million in Q4 revenue and $1,353.8 million for the year, up sharply from 2024, but reported a GAAP diluted net loss per share of $(3.62) in Q4 and $(12.09) for the full year. The company ended the year with about $4.6 billion in total liquidity and issued 2026 production guidance of 25,000–27,000 vehicles, while revising 2025 production totals slightly lower under its internal validation criteria.
Lucid Group, Inc. is registering up to 69,108,837 shares of Class A Common Stock for resale by identified selling stockholders.
The registration covers 13,715,121 shares issued to SMB Holding Corporation in a private placement under the July 16, 2025 Uber Subscription Agreement and 55,393,716 shares tied to Ayar’s Prepaid Forward Transactions. The registration is being made to fulfill contractual obligations; the company will not receive proceeds from any resales and SMB cannot sell its shares until March 2027.
Lucid Group, Inc. files its annual report outlining how it is building a premium electric-vehicle business around in-house technology, vertical integration, and a direct-to-consumer sales model. The company’s Lucid Air sedan and Lucid Gravity SUV target the global luxury EV segment with high efficiency, long range, and fast charging.
Lucid has expanded manufacturing with its AMP-1 plant in Arizona, now sized for 90,000 vehicles per year, and is developing its AMP-2 facility in Saudi Arabia with planned fully integrated capacity of 150,000 units and a semi knocked-down line. A new midsize platform scheduled for late 2026 aims at higher-volume, more affordable segments.
The report highlights proprietary powertrain, battery, software, and ADAS technology, a growing global studio and service network, regulatory and environmental compliance, strategic partnerships with Aston Martin, Uber and Nuro, and a strong focus on workplace safety, inclusion, and human capital to support long-term growth.
Lucid Group shareholder files notice to sell stock under Rule 144. The filing shows a planned sale of 273,048 shares of common stock on the NASDAQ, handled through Morgan Stanley Smith Barney, with an aggregate market value of $2,822,736.32 based on the figures disclosed.
The shares were acquired on February 3, 2026 through a stock option transaction with the issuer, paid in cash on the same date. The notice also reports that Eric M. Bach previously sold 102,827 common shares on December 29, 2025 for gross proceeds of $1,146,006.92.