SEI Solaris Energy Infrastructure, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model focused on hydrocarbon products and oilfield services with emphasis on sustainability integration risks
• • No new product segments; increased disclosure and management focus on sustainability policies and regulatory risks this year
• • Strategic emphasis on managing costs and litigation risks from evolving environmental regulations and social initiatives scrutiny
• • Largest shareholders own approx. 22% economic interest and voting power, potentially influencing control and transaction approvals
• • 2030 and 2031 convertible notes create potential liquidity risk and significant shareholder dilution upon conversion

Risk Factors

• • Regulatory risk from variable interest rate under Stateline Term Loan linked to SOFR and U.S. Treasury rates
• • Macroeconomic exposure to crude oil and natural gas price fluctuations affecting drilling activity and customer demand
• • Operational risk from $186 million variable-rate Stateline Term Loan with 100 bp SOFR increase causing $1.9 million interest expense change
• • Financial risk from reliance on delayed draw term loan facility and convertible senior notes for debt financing

Management Discussion & Analysis

• • Revenue mix 2025: Solaris Power Solutions 54% of total revenue, 58% in Q4, reflecting significant growth
• • Adjusted EBITDA 2025: Solaris Power Solutions 68% of total, 70% in Q4, dominant segment
• • Capital expenditures $646.8M in 2025, $233.8M for Stateline (Solaris Power Solutions), $7.0M for Logistics segment
• • Financing: Issued $747.5M 2031 Convertible Notes, $114.0M drawn on Stateline term loan for growth capex
• • Outlook: 2026 capex expected higher, capacity to reach ~2,200 MW by early 2028, demand driven by AI computing and constrained grid

What are the latest SEI SEC filings in 2026?

Solaris Energy Infrastructure, Inc. (SEI) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on May 1, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did SEI file its most recent 10-K annual report?

Solaris Energy Infrastructure, Inc. (SEI) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view SEI 10-Q quarterly reports?

Solaris Energy Infrastructure, Inc. (SEI)'s most recent 10-Q quarterly report was filed on May 1, 2026. SignalX displays every SEI 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has SEI filed recently?

Solaris Energy Infrastructure, Inc. (SEI)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find SEI insider trading activity (Form 4)?

SignalX aggregates every SEI Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does SEI file with the SEC?

Solaris Energy Infrastructure, Inc. (SEI) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new SEI filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Solaris Energy Infrastructure, Inc. (SEI).

What is SEI's SEC CIK number?

Solaris Energy Infrastructure, Inc. (SEI)'s SEC CIK (Central Index Key) number is 1697500. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1697500 to look up all SEI filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find SEI return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Solaris Energy Infrastructure, Inc. (SEI) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.