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AIRJ AirJoule Technologies Corp. SEC Filings & Insider Trading Activity 2026

company
CIK 185547466 filings
Russell 2000

AIRJ at a glance

AirJoule Technologies Corp. (AIRJ, SEC CIK 1855474) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on August 14, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as June 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding AirJoule Technologies Corp. (AIRJ) shares worth $37.2 million in 13F-HR filings.
  • The most recent insider open-market sale reported on Form 4 was by MacDonald Chad on June 9, 2026 of 1,987 shares at $4.50 per share.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
23 funds
$37.2M · +4 vs prior quarter
Latest 8-K
Sep 14, 2026
Item 1.01 · Item 7.01

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

  • Emerging growth company status; no off-balance-sheet arrangements as of June 30, 2026

Risk Factors

  • New risk: ineffective internal controls, triggered by a material weakness identified in the May 15, 2026 Form 10-Q
  • Reporting risk: additional deficiencies may emerge and remain unremediated
  • Compliance risk: control failures could cause inaccurate filings and missed public-reporting obligations
  • Market risk: reporting errors could reduce investor confidence and materially depress common-stock price

AI summary of the AIRJ 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Sep 14, 2026Full analysis →

Item 1.01: Entry into a Material Definitive Agreement

  • Securities offered and sold under Securities Act Section 4(a)(2) private-placement exemption
  • Transaction relies partly on seller representations regarding exemption eligibility

Item 7.01: Regulation FD Disclosure

  • No substantive Regulation FD disclosure in the provided excerpt
  • Excerpt contains standard non-incorporation and liability disclaimer language

Item EX-99.1: Item EX-99.1

  • Acquired 100% of BitSink for $18M cash and $9M AIRJ stock, expanding into AI and HPC cooling, power distribution, and racking
  • Earnout up to $40M payable solely in AIRJ stock, tied to revenue milestones over three years; limits upfront cash use but creates potential dilution
Filed Aug 13, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Q2 2026 financial and operational results announced by AirJoule Technologies
  • Results furnished under Item 2.02, signaling earnings information for investor review

Item EX-99.1: Item EX-99.1

  • Q2 net loss $8.5M, or $0.12 per share, versus $2.5M net income in Q2 2025
  • Six-month net loss $58.4M, driven by a $65.7M equity loss from AirJoule, LLC
Filed Jun 1, 2026Full analysis →

Item 1.01: Entry into a Material Definitive Agreement

  • Latham & Watkins LLP legal opinion filed as Exhibit 5.1
  • Opinion addresses validity of Common Stock issuance and sale in the Offering

Item 5.07: Submission of Matters to a Vote of Security Holders

  • Thomas E. Murphy and Denise B. Sterling elected as Class II directors through 2029
  • Murphy received 42,201,240 votes for and Sterling 42,159,639, with 10,090,600 broker non-votes each

Item 7.01: Regulation FD Disclosure

  • No substantive Regulation FD disclosure included in the provided excerpt
  • Excerpt contains standard non-incorporation and liability disclaimer language

AI summaries of AIRJ 8-K current reports filed with the SEC. What 8-K item codes mean

SignalX for AIRJ

Don't miss the next AIRJ filing

  • Alerts as it files. A push when AIRJ files an 8-K or an insider trades.
  • Fund moves. Which tracked funds opened, added or cut AIRJ, by share count.
  • Ask anything. An AI agent that reads every AIRJ filing and answers with sources.

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
MacDonald ChadSellJun 9, 2026$4.50
MacDonald ChadSellJun 8, 2026$4.65
JORE MATTHEW BMJun 5, 2026-
MacDonald ChadMJun 5, 2026-
Pang Stephen S.FJun 5, 2026$4.87
Pang Stephen S.MJun 5, 2026-
EILERS PATRICK CFJun 5, 2026$4.87
EILERS PATRICK CMJun 5, 2026-

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Operating Income-$6.3M-$65.9M-$13.6M
Net Income$1.2M$215.7M-$9.0M
Balance Sheet
Total Assets$114.7M$369.9M$340.6M
Equity-$15.0M$252.1M$267.9M
ROE-8.3%85.6%-3.4%
Cash Flow
Operating CF-$2.0M-$24.3M-$5.6M
CapEx$99K$19K$18K

Source: XBRL data in AirJoule Technologies Corp. (AIRJ)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate AIRJ share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
AIRJ shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202623$37.2M
Q1 202619$13.5M
Q4 202518$15.0M
Q3 202519$15.2M
Q2 202513$12.3M
Q1 20258$5.4M
Q4 20245$8.5M
Q3 20243$447,000
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
Closed Positions
None this quarter.

Source: 13F-HR filings on SEC EDGAR (aggregated from 108 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

AIRJ filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
8-KSep 14, 2026Analysis-
10-QAug 14, 2026Analysis
8-KAug 13, 2026Analysis-
4Jun 10, 2026-
4Jun 9, 2026-
4Jun 9, 2026-
4Jun 9, 2026-
4Jun 9, 2026-
4Jun 1, 2026-
4Jun 1, 2026-
8-KJun 1, 2026Analysis
4Jun 1, 2026-
4Jun 1, 2026-
4Jun 1, 2026-
10-QMay 15, 2026Analysis
8-KMay 14, 2026Analysis
10-KMar 31, 2026-
8-KMar 31, 2026--
4Mar 3, 2026--
4Mar 3, 2026--
8-KFeb 17, 2026-
4Feb 13, 2026-
4Feb 13, 2026-
4Feb 13, 2026-
4Jan 20, 2026-

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AIRJ SEC filings: frequently asked questions

Which institutions hold AIRJ stock?

As of June 30, 2026, the largest AirJoule Technologies Corp. (AIRJ) holders among the 13F filers tracked by SignalX were BlackRock ($11.9 million), Vanguard Capital Management LLC ($7.7 million), AQR Capital Management ($3.3 million), State Street Corp ($3.1 million), Millennium Management ($2.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What did AIRJ report in its latest 8-K?

AirJoule Technologies Corp. (AIRJ) filed an 8-K on September 14, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 7.01 (Regulation FD Disclosure). Securities offered and sold under Securities Act Section 4(a)(2) private-placement exemption.

What are the latest AIRJ SEC filings?

AirJoule Technologies Corp. (AIRJ) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on August 14, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on June 10, 2026.

What is AIRJ's SEC CIK number?

AirJoule Technologies Corp. (AIRJ)'s SEC Central Index Key (CIK) is 1855474. EDGAR lists every AIRJ filing under that number.

Ask anything about AIRJ

The research agent reads AIRJ's filings, financials, insider trades and 13F holders, then answers with sources.