IVAN SEC filings, in plain English
Everything Ivanhoe Capital Acquisition Corp. has filed with the SEC that we hold — 40 filings, newest first, 4 with a plain-English summary of what changed and why it matters. Every row links to the primary document on EDGAR, so you can check the source rather than trust us.
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What changed: SES AI Corporation reported that on August 13, 2026 it received notice from the New York Stock Exchange that the NYSE has determined to commence proceedings to delist the company's public warrants and to immediately suspend trading in them, due to abnormally low selling price levels, under Section 802.01D of the NYSE Listed Company Manual. Each warrant is exercisable for one share of Class A common stock at $11.50 and trades as SES WS. The NYSE will apply to the SEC to delist the warrants on completion of the applicable procedures. Why it matters: Trading in the warrants is already suspended, so holders cannot sell them on the exchange while the delisting proceeds; the warrants themselves are not cancelled and the $11.50 exercise right is unchanged, but the venue for it is being withdrawn. The common stock listing is separate and is not part of this action.
What changed: The 10-Q filed under Commission file number 001-39845 is that of SES AI Corporation (NYSE: SES, warrants at $11.50) for the quarter ended June 30, 2026, with 327,406,149 Class A and 43,881,251 Class B shares outstanding as of August 7, 2026. Why it matters: The risk list is the clearest statement of the pivot: energy storage systems, drone cells and AI-for-materials services rather than the electric-vehicle lithium-metal business the SPAC originally funded. The condensed consolidated financial statements are not in the portion read here.
What changed: SES AI Corporation furnished a shareholder letter for the second quarter of 2026. Revenue was $5.1 million, against $6.7 million in the first quarter of 2026 and $3.5 million in the second quarter of 2025, and the company states this was the first quarter with revenue contribution across all product lines — energy storage systems, drone battery cells, materials and Molecular Universe. GAAP gross margin was 22.6% against 18.1% in the first quarter, and GAAP operating expenses were $20.3 million against $19.1 million, the increase primarily a bad-debt provision on a legacy EV service contract. Why it matters: Revenue fell 24% sequentially while the letter frames growth against the prior year, and $30 to $35 million of reaffirmed full-year guidance requires roughly $18 to $23 million in the second half against $11.8 million in the first — the whole reaffirmation rests on the Korea line reaching full capacity in the fourth quarter. Operating expenses of $20.3 million a quarter run at four times revenue.
What changed: SES AI Corporation, the Ivanhoe Capital Acquisition Corp. successor, disclosed under Item 3.01 that on July 17, 2026 the NYSE notified it that it is not in compliance with Section 802.01C of the Listed Company Manual because the average closing price of its Class A common stock was below $1.00 over a consecutive 30 trading-day period. The company has six months from the notice to regain compliance by closing at $1.00 or more on the last trading day of a calendar month with a $1.00 average over the preceding 30 trading days, and issued a press release on July 20, 2026. Why it matters: This starts a hard clock: six months to get the average price back over $1.00 or face delisting from the NYSE. The filing spells out the usual escape route — a reverse stock split requiring stockholder approval by the next annual meeting, which is deemed a cure once the price promptly exceeds $1.00 and holds for 30 trading days. For a former IVAN holder that means a likely dilutive-looking corporate action ahead and, if it fails, a move off the exchange where liquidity and institutional ownership both drop sharply.
In plain English
Redemption deadlinethe last day to hand shares back for cash
Set by the filing that calls the meeting. Tender after it and the company is under no obligation to pay you the trust value.
Cash in trust / trust per sharethe cash the company is holding for each public share
Filed quarterly in the 10-Q's XBRL. It earns interest between filings, so the figure on a given day is slightly higher than the last filed one — where we show that we label it an estimate.
Accession numberthe SEC's unique id for one filing
Every figure on this page carries the accession of the filing that states it, so you can open the primary document rather than trust us.