Welcome to our dedicated page for T1 Energy SEC filings (Ticker: TE), 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.
The T1 Energy Inc. (NYSE: TE) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, along with AI‑powered summaries that help explain complex documents. As an energy solutions provider in the Industrials sector, T1 Energy files a range of reports that describe its U.S. solar and battery supply chain strategy, capital structure, and material agreements.
Form 8‑K current reports for T1 Energy contain many of the company’s key developments. Recent 8‑Ks detail construction of the G2_Austin solar cell fab, financing transactions such as public offerings of 5.25% convertible senior notes due 2030 and common stock, and registered direct offerings of common and preferred shares. Other 8‑K filings describe amendments to the company’s certificate of incorporation to increase authorized common shares and establish foreign ownership limits, changes to bylaws regarding director removal, and amendments to cooperation and commercial agreements with Trina Solar affiliates as part of FEOC compliance efforts under the One Big Beautiful Bill Act.
Investors reviewing TE filings can also see disclosures about Section 45X production tax credits, including the company’s first sale of these credits, and details of payoff and waiver agreements that modify debt and fee obligations. Certain 8‑Ks reference subpoenas from the U.S. Department of Justice and a voluntary document request from the U.S. Securities and Exchange Commission relating to historical stock transactions involving a company executive, along with T1 Energy’s statement that it is cooperating with both agencies.
Through this page, users can find annual reports on Form 10‑K, quarterly reports on Form 10‑Q, proxy statements such as the definitive proxy for a special meeting to approve share issuances and charter amendments, and any Form 4 insider transaction reports that may be filed. Stock Titan’s AI tools summarize long 10‑K and 10‑Q filings, highlight important sections on topics like capital formation, manufacturing plans for G1_Dallas and G2_Austin, and FEOC‑related risk factors, and surface notable items in 8‑K current reports. Real‑time updates from EDGAR ensure that new T1 Energy filings, including insider trading disclosures and proxy materials, are available promptly with plain‑language explanations.
T1 Energy Inc. director and Chief Executive Officer Daniel Barcelo reported compensation-related equity activity involving Restricted Stock Units and associated tax withholding. On January 1, 2026, 333,333 RSUs vested and were exercised into 333,333 shares of Common Stock at $0.00 per share.
To cover tax obligations from RSU settlements, the company withheld 110,155 shares of Common Stock at $6.68 per share on March 13, 2026 and 134,903 shares at $2.58 per share on March 30, 2026. Following these transactions, Barcelo beneficially owned 1,096,608 shares of Common Stock.
The RSU grant originally covered 1,000,000 RSUs vesting in three equal annual installments. After vesting and settlement of the second 333,333-unit installment, 333,334 RSUs remain outstanding, scheduled as the third and final installment of the January 1, 2025 grant.
T1 Energy Inc. Chief Financial Officer Joseph Evan Calio reported compensation-related equity activity, primarily from vesting restricted stock units and associated tax withholding. He exercised RSUs covering 922,475 shares of Common Stock in total on June 13, 2025 and January 1, 2026, which were later settled in shares in March 2026.
To cover tax obligations on these settlements, the company withheld 212,137 shares, 195,775 shares, and 210,688 shares of Common Stock on March 30 and March 13, 2026. After these transactions, he beneficially owned 1,484,337 shares of Common Stock and still held 844,952 and 500,000 unvested RSUs from prior grants.
T1 Energy Inc. is a Delaware-based solar manufacturer focused on building an integrated U.S. solar supply chain. The company currently produces photovoltaic modules at its G1_Dallas plant in Texas, which has an annual nameplate capacity of 5 GW, and is constructing the first 2.1 GW phase of its G2_Austin solar cell fab to begin production in late 2026.
T1 emphasizes high‑domestic‑content PERC and TOPCon technologies and aims to qualify customers for federal domestic content incentives while capturing 45X advanced manufacturing tax credits. It restructured relationships with former parent Trina Solar to comply with One Big Beautiful Bill Act restrictions on Prohibited Foreign Entities and now licenses key intellectual property from Evervolt.
T1 operates primarily in Texas, targets utility‑scale, commercial and residential markets, and plans deeper vertical integration into cells, wafers and storage. As of June 30, 2025, non‑affiliate equity market value was about $141 million, and as of March 24, 2026, there were 279,036,747 common shares outstanding.
T1 Energy Inc. reported a breakout revenue year alongside sizable losses as it scales its U.S. solar platform. Full-year 2025 net sales reached $755.3 million, up from $2.9 million in 2024, driven by 2.79 GW of module production and record fourth-quarter sales of $358.6 million.
The company posted a 2025 net loss attributable to common stockholders of $380.8 million and Adjusted EBITDA of negative $65.0 million, reflecting ramp costs, higher tariffs and non-recurring items. Year-end cash, cash equivalents and restricted cash rose to $270.8 million after raising over $440 million of equity and equity-linked capital and monetizing $160 million of Section 45X tax credits.
T1 is constructing its G2_Austin solar cell fab and maintains 2026 production guidance of 3.1–4.2 GW, targeting a 2027 Adjusted EBITDA run-rate of $375–$450 million from integrated G1/G2 Phase 1 and $650–$700 million at full 5 GW + 5 GW capacity. The board accepted the resignations of two directors and appointed industry veteran Robert Hammond as an independent director and committee member.
Alussa Energy Sponsor LLC and William Richard Anderson report reduced ownership in T1 Energy Inc. after a major share issuance tied to a convertible note. T1 Energy issued 12,521,653 shares on September 5, 2025 and a further 17,918,460 Second Conversion Shares on December 10, 2025 to Trina Solar (Schweiz) AG under an $80.0 million, 7% unsecured convertible note.
After these issuances, the Sponsor may be deemed to beneficially own 11,151,357 shares, or about 4.0% of T1 Energy’s common stock. Anderson may be deemed to beneficially own 11,718,357 shares, or about 4.2%. As of December 10, 2025, they each ceased to be beneficial owners of more than five percent of the shares, and this amendment serves as their exit filing.
T1 Energy Inc. amended its consulting agreement with director Peter Matrai, extending his consulting term by one year from January 1, 2026 through December 31, 2026, unless ended earlier under existing terms. His monthly consulting fee remains $30,000, with any reduction only allowed as part of a general cut for all executive officers decided by the Compensation Committee.
The amendment also adds a potential transaction award. If the company signs a definitive agreement for a significant merger or acquisition that Mr. Matrai advises on, he will receive restricted stock units with a grant date fair market value of $250,000 under the 2021 Equity Incentive Plan. These RSUs vest in three equal annual tranches and continue to vest even if his consulting role or board position ends, except in a termination for Cause. Other confidentiality, non‑compete, non‑solicitation and IP provisions remain unchanged.
T1 Energy Inc. director Lin Mingxing received 50,000 shares of common stock on January 20, 2026 through a share distribution by Trina Solar (Schweiz) AG to certain employees, for no cash consideration, under a prior Transaction Agreement with T1 Energy Inc.
After this distribution, Lin is reported as beneficially owning 431,800 shares of T1 Energy Inc. common stock. This total reflects previously held shares, restricted stock units granted and reported in earlier filings that have vested or will be settled in shares, plus the 50,000 shares received in this transaction.
T1 Energy Inc. officer Thomas Mahrer filed an initial ownership report showing beneficial ownership of 75,000 restricted stock units (RSUs) tied to the company’s common stock. The filing reflects his position as Chief Accounting Officer and Corporate Controller.
These RSUs were granted on November 4, 2025 under the T1 Energy 2021 Equity Incentive Plan and vest in three equal annual installments on November 4, 2026, 2027, and 2028. Each RSU represents a right to receive one share of common stock upon settlement, and the units are net settled in shares.
Morgan Stanley has updated its ownership disclosure for T1 Energy Inc. As of the event date of 12/31/2025, Morgan Stanley reports beneficial ownership of 10,533,358 shares of T1 Energy common stock, representing 4.1% of the class, with shared voting and dispositive power over these shares.
Morgan Stanley Capital Services LLC separately reports beneficial ownership of 9,686,591 shares, representing 3.7% of the class, all with shared voting and dispositive power. Both reporting persons state that, as of this date, they have ceased to be beneficial owners of more than five percent of T1 Energy’s common stock, and indicate that the securities are held in the ordinary course of business without the purpose of changing or influencing control.
T1 Energy Inc. reported a leadership change in its finance organization. The employment of Denise Cruz, who served as SVP, Chief Accounting Officer and Corporate Controller, ended effective February 5, 2026, and the company extended her a termination package and thanked her for her service.
Effective the same date, T1 Energy appointed Tom Mahrer, age 42, as Chief Accounting Officer and Corporate Controller and principal accounting officer. Mahrer joined T1 Energy in October 2025 as Director of SEC Reporting and has over 15 years of financial leadership experience in the energy and manufacturing sectors, including prior roles at Valero Energy Corporation, KPMG LLP, and Deloitte & Touche LLP. The company notes there are no family relationships or related-party transactions involving him and that the terms of his new role will be announced separately when finalized.