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Health Care · Industrial Organic Chemicals

SAFX XCF Global, Inc. SEC Filings & Insider Trading Activity 2026

company
CIK 201979350 filings
Russell 2000
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SAFX at a glance

XCF Global, Inc. (SAFX, SEC CIK 2019793) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on August 17, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as September 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended December 31, 2025 (FY2025), XCF Global, Inc. (SAFX) reported revenue of $20.8 million and net income of $74.0 million. Diluted EPS was $0.52.
  • As of June 30, 2026, 13 institutional investment managers tracked by SignalX reported holding XCF Global, Inc. (SAFX) shares worth $2.9 million in 13F-HR filings.
  • The most recent insider open-market purchase reported on Form 4 was by GL Part SPV II, LLC on September 14, 2026 of 6,891,798 shares at $2.50 per share.

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

Revenue · FY2025
$20.8M
10-K XBRL
Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
13 funds
$2.9M · −3 vs prior quarter
Latest 8-K
Sep 16, 2026
Item 1.01

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

  • Renewable diesel production 886,400 gallons before August 6; customer fulfillment approximately 55,000 gallons daily
  • GNCU Loan current amount approximately $32,500,000 plus approximately $2,800,000 penalties as of June 30, 2026
  • Near-term outlook: SAF production expected to resume as early as fourth quarter 2026, with ramp-up and financing headwinds

Risk Factors

  • Newly added transaction-completion risk triggered by April 13, 2026 BCA with DevvStream and Southern
  • Most material update: P66 Agreement terminated May 1, 2026, with disputed feedstock ownership and amount owed
  • Regulatory and legal risk: potential litigation could enjoin or delay Transactions and impose substantial costs
  • Operational risk: Transactions divert management and resources from day-to-day operations
  • Financial risk: GNCU Loan default remains unresolved, with $130,671,882.10 accelerated balance as of August 5, 2025

AI summary of the SAFX 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 16, 2026Full analysis →

Item 1.01: Entry into a Material Definitive Agreement

  • Securities issued under Securities Act Section 4(a)(2) and/or Rule 506(b) Regulation D exemptions
  • Private-placement structure restricts registration and resale, limiting immediate trading liquidity for investors
Filed Sep 15, 2026Full analysis →

Item 1.01: Entry into a Material Definitive Agreement

  • ATM equity facility authorizes up to $100 million in Class A common-stock sales, creating substantial potential shareholder dilution
  • Roth Capital and H.C. Wainwright receive commissions up to 3.0% of gross proceeds

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

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
RESC RENEWABLES HOLDINGS, LLCJSep 22, 2026$0.51
RESC RENEWABLES HOLDINGS, LLCJSep 21, 2026$0.50
GL Part SPV II, LLCBuySep 14, 2026$2.50
THORN WRAY TAMay 21, 2026-
THORN WRAY TAMay 21, 2026-
SOULE RANDYSellMay 15, 2026$0.41
Kim Si-YeonAMay 5, 2026-
Cockrell Sanford Alonza IIIAMay 5, 2026-
Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue-$0$20.8M
Operating Income--$21.2M-$67.9M
Net Income--$24.1M$74.0M
Op. Margin---326.1%
Net Margin--355.5%
Balance Sheet
Total Assets-$354.6M$419.5M
Equity$29.7M$41.4M$37.7M
ROE--58.2%196.5%
Per Share
EPS--$0.52
Cash Flow
Operating CF--$11.1M-$17.9M
CapEx-$28.7M-

Source: XBRL data in XCF Global, Inc. (SAFX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

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

Quarterly totals table
SAFX shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202613$2.9M
Q1 202616$2.3M
Q4 202517$1.1M
Q3 202514$3.8M
Q2 20253$328,000
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
New Positions

Source: 13F-HR filings on SEC EDGAR (aggregated from 63 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

SAFX 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-KOct 6, 2026--
4Sep 23, 2026--
8-KSep 16, 2026Analysis-
4Sep 15, 2026--
8-KSep 15, 2026Analysis-
SC 13DSep 15, 2026-
8-KSep 14, 2026Analysis-
8-KSep 8, 2026Analysis-
8-KSep 1, 2026Analysis-
8-KAug 18, 2026Analysis-
10-QAug 17, 2026Analysis
8-KAug 12, 2026Analysis-
8-KJul 27, 2026Analysis-
8-KJul 22, 2026Analysis-
4Jul 10, 2026--
4Jul 10, 2026--
4Jul 10, 2026--
8-KJul 8, 2026Analysis-
SC 13DJun 22, 2026-
SC 13GJun 18, 2026-
8-KJun 17, 2026Analysis-
8-KJun 12, 2026Analysis-
8-KMay 29, 2026-
4May 22, 2026-
10-QMay 15, 2026Analysis

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SAFX SEC filings: frequently asked questions

Which institutions hold SAFX stock?

As of June 30, 2026, the largest XCF Global, Inc. (SAFX) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($2.0 million), State Street Corp ($297,000), BlackRock ($206,000), Morgan Stanley ($175,000), Goldman Sachs Group ($139,000). 13F-HR reports are filed up to 45 days after each quarter ends.

What was SAFX's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), XCF Global, Inc. (SAFX) reported revenue of $20.8 million and net income of $74.0 million. Diluted EPS was $0.52. The figures come from the XBRL data in the 10-K.

What did SAFX report in its latest 8-K?

XCF Global, Inc. (SAFX) filed an 8-K on September 16, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Securities issued under Securities Act Section 4(a)(2) and/or Rule 506(b) Regulation D exemptions.

What are the latest SAFX SEC filings?

XCF Global, Inc. (SAFX) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on August 17, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on September 23, 2026.

What is SAFX's SEC CIK number?

XCF Global, Inc. (SAFX)'s SEC Central Index Key (CIK) is 2019793. EDGAR lists every SAFX filing under that number.

Ask anything about SAFX

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

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