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
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
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
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.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| MacDonald Chad | Sell | Jun 9, 2026 | 1,987 | $4.50 |
| MacDonald Chad | Sell | Jun 8, 2026 | 5,320 | $4.65 |
| JORE MATTHEW B | M | Jun 5, 2026 | 12,500 | - |
| MacDonald Chad | M | Jun 5, 2026 | 23,125 | - |
| Pang Stephen S. | F | Jun 5, 2026 | 7,248 | $4.87 |
| Pang Stephen S. | M | Jun 5, 2026 | 23,125 | - |
| EILERS PATRICK C | F | Jun 5, 2026 | 1,832 | $4.87 |
| EILERS PATRICK C | M | Jun 5, 2026 | 6,250 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| 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 2026Aggregate AIRJ share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $37.2M |
| Q1 2026 | 19 | $13.5M |
| Q4 2025 | 18 | $15.0M |
| Q3 2025 | 19 | $15.2M |
| Q2 2025 | 13 | $12.3M |
| Q1 2025 | 8 | $5.4M |
| Q4 2024 | 5 | $8.5M |
| Q3 2024 | 3 | $447,000 |
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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
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 10-Q | Aug 14, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 10-Q | May 15, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 14, 2026 | - | Analysis | |
| 10-K | Mar 31, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 31, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 8-K | Feb 17, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Jan 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.