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SCHEDULE Filed 2026-01-23 Event 2026-01-21 SEC 0000912282-26-000112 →

TRINA SOLAR (SCHWEIZ) AG → T1 Energy Inc. TE-WT

Stake: 19.60% Shares: 53,152,664 CUSIP: 35834F104 Class: Common Stock, par value $0.01
Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 14/100 · Filer 90d Win Rate: 0% · Hist. 90d Edge: +0.0%
  • Filer track record (3 filings): 0% 90d win rate, +0.0% 90d edge
  • High conviction ownership stake (19.6%)
  • Held by 1 tracked 13F institutional manager
  • 9 NPORT-P mutual funds holding CUSIP

Item 4 — Purpose of Transaction

Item 4 of the Schedule 13D filed by the Reporting Person on December 27, 2024 (the "Schedule 13D"), is incorporated by reference herein. On November 6, 2024, the Issuer announced that the Issuer had entered into a transaction agreement (the "Transaction Agreement") to acquire all the shares of capital stock of T1 G1 Dallas Holding and its related subsidiaries (the "Trina Business Combination"). The Issuer granted certain anti-dilution rights to the Reporting Person in connection with the Trina Business Combination (the "Trina Anti-Dilution Rights"). On October 31, 2025, the Issuer entered into an Amended and Restated Stock Purchase Agreement (the "Stock Purchase Agreement") with certain purchasers pursuant to which, among other things, the Issuer issued 21,504,901 shares of common stock, 1,600,000 shares of the Issuer's Series B Convertible Non-Voting Preferred Stock, par value $0.01 per share (the "Series B Preferred Stock"), and 5,000,000 shares of the Issuers Series B-1 Convertible Non-Voting Preferred Stock, par value $0.01 per share (the "Series B-1 Preferred Stock" and together with the Series B Preferred Stock, the "Outstanding Preferred Stock"), at a price of $10.00 per share of Series B-1 Preferred Stock. In connection with the Stock Purchase Agreement, the Reporting Person informed the Issuer of its intention to subscribe for an additional 4,274,704 shares of common stock at a subscription price of $1.70 per share pursuant to the Trina Anti-Dilution Rights. The subscription for such shares of common stock pursuant to the Trina Anti-Dilution Rights closed on January 21, 2026.

Cross-References

Insider Activity (last 365d)
38 transactions
21 buys · 1 sales · 6 awards/exercises
Issuer Cluster
5 13D/G filings on this issuer
4 other filings besides this one
Filer Track Record
3 filings by this filer
2 other filings in the data moat
Short Interest
—
Not in latest FINRA snapshot

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
1 holder · $30.41M
Point72 Asset Mgmt

Post-Filing Returns · since 2026-01-21 on TE-WT

+1 day
0.0%
+5 days
0.0%
+30 days
0.0%
+60 days
0.0%
+90 days
0.0%
+180 days
—

Anchor price 0.00 on closest trading day on/after 2026-01-21. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Form 4 Insider Transactions · last 365d

DateInsiderRoleTypeSharesPriceValue
2026-07-29 Munro Andrew officer Option exercise 100,000 $3.72 $372K
2026-07-29 Munro Andrew officer F 38,989 $3.72 $145K
2026-07-29 Munro Andrew officer Option exercise 100,000 — —
2026-05-06 Calio Joseph Evan officer Award 666,666 — —
2026-05-06 Barcelo Daniel director, officer Award 1,000,000 — —
2026-04-29 Calio Joseph Evan officer Option exercise 161,290 — —
2026-04-29 Calio Joseph Evan officer F 74,742 $4.89 $365K
2026-03-31 Kilde Einar — Award 146,797 — —
2026-03-30 Calio Joseph Evan officer F 212,137 $2.58 $547K
2026-03-30 Barcelo Daniel director, officer F 134,903 $2.58 $348K
2026-03-13 Calio Joseph Evan officer F 195,775 $1.39 $272K
2026-03-13 Calio Joseph Evan officer F 210,688 $6.68 $1.41M
2026-03-13 Barcelo Daniel director, officer F 110,155 $6.68 $736K
2026-01-29 Kilde Einar — Award 92,910 — —
2026-01-29 Bentzen Andreas officer Award 65,030 — —
2026-01-29 Munro Andrew officer Award 62,110 — —
2026-01-29 Gualy Jaime Eduardo officer Award 84,460 — —
2026-01-21 TRINA SOLAR (SCHWEIZ) AG 10%+ owner Award 4,274,704 $1.70 $7.27M
2026-01-20 Lin Mingxing director J 50,000 — —
2026-01-01 Barcelo Daniel director, officer Option exercise 333,333 — —
2026-01-01 Calio Joseph Evan officer Option exercise 500,000 — —
2025-12-30 TRINA SOLAR (SCHWEIZ) AG 10%+ owner Award 3,000,000 — —
2025-12-23 Lin Mingxing director, officer Option exercise 250,000 — —
2025-12-10 TRINA SOLAR (SCHWEIZ) AG 10%+ owner C 17,918,460 — —
2025-12-03 TRINA SOLAR (SCHWEIZ) AG 10%+ owner J 17,918,460 — —
Showing 25 of 38

Other 13D/G Filings on T1 Energy Inc.

FiledFormFilerStakeShares
2026-08-19 SCHEDULE 13G MILLENNIUM MANAGEMENT LLC — — view →
2026-05-26 SCHEDULE 13D/A TRINA SOLAR (SCHWEIZ) AG — 30,652,664 view →
2026-01-06 SCHEDULE TRINA SOLAR (SCHWEIZ) AG 18.40% 48,877,960 view →
2025-01-07 SCHEDULE Wood River Capital, LLC 4.60% 7,167,835 view →

Other Filings by TRINA SOLAR (SCHWEIZ) AG

FiledFormIssuerStakeShares
2026-05-26 SCHEDULE 13D/A T1 Energy Inc. TE — 30,652,664 view →
2026-01-06 SCHEDULE T1 Energy Inc. TE-WT 18.40% 48,877,960 view →

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