SEC

The EV industry read through its SEC filings: share sales and dilution, loan conditions, the disclosures that confirm or kill the press-release story — filings first, narratives second.

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Oct 20

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Elon Musk in a dark jacket and open white shirt holding a microphone and speaking in front of a blue Baron Funds backdrop

SEC · Musk Pay

Tesla Puts Musk's 2025 Pay at $158 Billion. He Realized $0

Tesla reports Musk's 2025 pay as $158.4 billion in stock awards. $26 billion was forfeited in April, no tranche is earned, and realized pay is $0.

Haye KestelooOct 205 min read

Rear view of a gold Tesla Cybercab with both doors raised and its red taillight bar lit against a black background

Shareholders

Tesla Now Lets Shareholders Auto-Vote With the Board, Mergers Included

Tesla's new retail voting program casts enrolled shares with the board at future meetings unless holders vote. One of its two options covers mergers.

Haye KestelooOct 19

Gold Tesla Robovan and gold Cybercab picking up passengers on an illustrated white street as a dark Model Y drives past

Shareholders

Tesla Sets December 3 Shareholder Vote, and SpaceX Isn't on the Ballot

Tesla's 2026 annual meeting is December 3. Investors vote on Musk, Denholm and Straubel, 2025 pay and PwC, with no SpaceX merger proposal.

Haye KestelooOct 19

Lucid

Lucid Q3 Deliveries Fall To 3,806 After A 38% Production Cut

Lucid delivered 3,806 vehicles in Q3 2026, down 7% from a year ago, and built only 2,954. It has still built 2,376 more cars this year than it delivered.

Haye KestelooOct 5

Rivian

Rivian Files To Sell 75 Million Shares Into Its R2 Rally, The Dilution We Called In February

Rivian filed to sell 75 million new Class A shares after Monday’s market close, a deal worth roughly $1.5 billion at the day’s $20.14 closing price. The company says the proceeds will fund general corporate purposes, including the equity contribution requirements tied to its Department of Energy (DOE) loan for the Georgia factory. The timing…

Haye KestelooJul 6

GM Announces Eyes-Off Driving For Cadillac Escalade IQ In 2028, Pivoting From Failed $10 Billion Robotaxi Venture

GM EV Sales Drop 27.5% In First Half Of 2026 As The Dead Tax Credit Splits Chevrolet From Cadillac

General Motors delivered 56,679 electric vehicles in the United States through the first six months of 2026, a 27.5 percent drop from the 78,167 units the same eleven nameplates recorded a year earlier. The company still holds the number two spot among US EV sellers, behind Tesla. The rest of GM’s business barely flinched. Total…

Haye KestelooJul 6

Tesla

Tesla Posts Its Best June Ever In The UK As Electric Cars Take 30% Of The Market

Tesla registered 12,173 new cars in the United Kingdom in June, the brand’s best June on record there and a 58% jump over the 7,719 it managed a year earlier, according to Society of Motor Manufacturers and Traders (SMMT) data published Monday, July 6, 2026. That volume handed Tesla 5.7% of the entire British new…

Haye KestelooJul 6

Bentley

Bentley Names Its First EV Torcal, Borrowing From Torque Eight Months After Its CEO Said Everyone Has It

Bentley will call its first electric car the Torcal, the company announced from Crewe on July 6, 2026, ahead of a full reveal set for London on September 23. The name draws on El Torcal de Antequera, a limestone formation in Andalusia, Spain, and on the Latin torquere, to twist, the root of the modern…

Haye KestelooJul 6

Why filings

Press releases sell; filings disclose. When the two disagree, the filing is the story

The recent case

Rivian filed to sell 75 million shares into its R2 rally — the dilution we called when the DOE loan's conditions were disclosed

What we read for

Dilution, loan covenants, risk-factor changes, and the quiet numbers that contradict the launch-event ones

The filings desk reads the EV industry the way its lawyers write it: through SEC disclosures, where hope is a liability and the numbers carry penalties. When a press release and a filing disagree, the filing is the story.

The recent case study: Rivian filed to sell 75 million shares into its R2 rally — the dilution we called when the DOE loan’s conditions were disclosed. Nothing about it was secret; all of it was in the documents before it was in the headlines, which is the entire argument for this desk. The same quarter produced the beat-and-raise delivery numbers that made the rally worth selling into.

What we read for, in order: cash and runway, covenants and loan conditions, risk-factor changes — new risk language being the closest thing to a confession the format allows — and the quiet numbers that contradict the launch-event ones. The GM and Ford desks carry the legacy makers’ versions of the same story, and Tesla’s disclosures get the same reading everyone else’s do.

Every filings story lands in the feed below.

Why cover SEC filings on an EV site?

Because the filings are where EV companies tell the truth under penalty. A launch event says what a company hopes; a 424B says what it needs. Rivian's 75-million-share sale into its own rally is the recent example — visible in the filings before it was a headline.

What is dilution and why does it matter to EV buyers?

New shares sold into the market cut every existing holder's slice — and for EV startups it is the price of staying alive between launches. It matters to buyers because a maker's balance sheet decides whether the company backing your warranty exists in five years.

What should I read in an EV company's filing?

Cash, covenants and risk-factor changes. New risk language is the closest thing to a confession the format allows, and loan conditions — like the DOE terms attached to Rivian's — shape behavior long before they make news.

SEC

The EV industry moves fast. Stay ahead of it.