{"filing":{"accession_number":"0001213900-26-111746","cik":"0002019793","ticker":"SAFX","company_name":"XCF Global, Inc.","form":"8-K","filing_date":"2026-10-22","report_date":"2026-10-16","primary_document":"ea0309265-8k_xcfglobal.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/2019793/000121390026111746/ea0309265-8k_xcfglobal.htm"},"events":[{"id":37334,"run_id":34418,"accession_number":"0001213900-26-111746","anchor_item_number":"2.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.97,"summary":"XCF Global completed an all-stock business combination with Southern Energy Renewables Inc. and DevvStream Corp. on October 16, 2026, with Southern and DevvStream becoming wholly owned subsidiaries. The transaction creates a vertically integrated alternative energy platform with 2027 guidance of $650-700M gross product sales, $120-130M net revenue, and $70-75M EBITDA, and combined 2030 targets of $1.4B+ gross product sales and $300M+ EBITDA.","company_name":"XCF Global, Inc.","ticker":"SAFX","filing_date":"2026-10-22","form":"8-K","submitted_at":null,"items":[{"id":42011,"accession_number":"0001213900-26-111746","item_number":"1.01","item_title":"Entry into a Material Definitive","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The Item 1.01 disclosure describes XCF Global's entry into indemnification agreements with three new directors (Chad J. Langley, John Wharton, and Carl Stanton) who became directors upon closing of a business combination. The supplemental press release (EX-99.1) confirms completion of an all-stock business combination with Southern Energy Renewables Inc. and DevvStream Corp., with Southern and DevvStream becoming wholly owned subsidiaries of XCF. This is a material acquisition/change of control event that creates a vertically integrated alternative energy platform and materially expands XCF's operations and financial outlook (2027 guidance: $650-700M gross product sales, $120-130M net revenue, $70-75M EBITDA).","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:09:53.432544+00:00","company_name":"","ticker":null,"filing_date":""},{"id":42012,"accession_number":"0001213900-26-111746","item_number":"1.02","item_title":"Termination of a Material Definitive","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.92,"reasoning":"Item 1.02 discloses termination of a material definitive agreement, but the core event disclosed is the completion of an all-stock business combination with Southern Energy Renewables and DevvStream (announced in the press release dated October 16, 2026). The Item 1.02 reference to termination of a consulting agreement is ancillary; the primary material event is the M\u0026A activity—the closing of the business combination creating a vertically integrated alternative energy platform with combined 2030 targets of $1.4B+ gross product sales and $300M+ EBITDA.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:09:53.432544+00:00","company_name":"","ticker":null,"filing_date":""},{"id":42013,"accession_number":"0001213900-26-111746","item_number":"2.01","item_title":"Completion of Acquisition or Disposition","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"The Item 2.01 disclosure describes the completion of an all-stock business combination between XCF Global and Southern Energy Renewables and DevvStream Corp., closed on October 16, 2026. The filing explicitly states \"The Business Combination was subsequently completed on October 16, 2026\" and notes that Southern and DevvStream are now wholly owned subsidiaries of XCF. This is a material acquisition creating a vertically integrated alternative energy platform with significant strategic and financial implications, including updated 2027 financial guidance ($650-700M gross product sales, $120-130M net revenue, $70-75M EBITDA).","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:09:53.432544+00:00","company_name":"","ticker":null,"filing_date":""},{"id":42014,"accession_number":"0001213900-26-111746","item_number":"3.03","item_title":"Material Modification to Rights of","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Item 3.03 discloses material modifications to security holder rights resulting from the completion of a business combination between XCF Global, Southern Energy Renewables, and DevvStream. The press release (EX-99.1) explicitly announces \"completion of its previously announced all-stock business combination\" with Southern and DevvStream becoming wholly owned subsidiaries, and former equity holders receiving approximately 20.0% and 10.43% of XCF's outstanding common stock respectively. This is a material acquisition/change of control event.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:09:53.432544+00:00","company_name":"","ticker":null,"filing_date":""},{"id":42016,"accession_number":"0001213900-26-111746","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.92,"reasoning":"The Item 7.01 disclosure centers on completion of a business combination between XCF Global, Southern Energy Renewables Inc., and DevvStream Corp., announced via press release on October 16, 2026. The filing explicitly states \"the Company issued a press release announcing completion of the Business Combination\" and references the Business Combination Agreement dated April 13, 2026. This is a material acquisition/merger event that creates a vertically integrated platform and results in Southern and DevvStream becoming wholly owned subsidiaries of XCF, with former equity holders holding approximately 20.0% and 10.43% of XCF's outstanding stock respectively. While the Item 7.01 also mentions a CFO appointment (Wray Thorn), the primary disclosed action is the completion of the business combination, making ma_activity the most salient classification.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:09:53.432544+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":37335,"run_id":34418,"accession_number":"0001213900-26-111746","anchor_item_number":"5.02","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.85,"summary":"XCF Global appointed Christopher Cooper as Chairman of the Board, Wray Thorn as President and Chief Financial Officer, and three new directors (Chad J. Langley, John Wharton, and Carl Stanton) effective upon or shortly after the business combination closing. The appointments include employment agreements with base salary, bonuses, and equity grants.","company_name":"XCF Global, Inc.","ticker":"SAFX","filing_date":"2026-10-22","form":"8-K","submitted_at":null,"items":[{"id":42015,"accession_number":"0001213900-26-111746","item_number":"5.02","item_title":"Departure of Directors or Certain","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.85,"reasoning":"The filing discloses multiple executive appointments effective upon or shortly after the business combination closing: Chad J. Langley, John Wharton, and Carl Stanton became directors; Wray Thorn was appointed President and CFO; and Christopher Cooper was appointed Chairman of the Board. While Harvey Schnitzer's departure from CFO is mentioned, the principal disclosed actions center on the appointments of new executives to key roles (President/CFO, Chairman/CEO, and board directors), making exec_appointment the most salient classification. The related compensation arrangements (employment agreements with base salary, bonuses, equity grants) are secondary to the appointment itself.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:09:53.432544+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":42011,"accession_number":"0001213900-26-111746","item_number":"1.01","item_title":"Entry into a Material Definitive","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The Item 1.01 disclosure describes XCF Global's entry into indemnification agreements with three new directors (Chad J. Langley, John Wharton, and Carl Stanton) who became directors upon closing of a business combination. The supplemental press release (EX-99.1) confirms completion of an all-stock business combination with Southern Energy Renewables Inc. and DevvStream Corp., with Southern and DevvStream becoming wholly owned subsidiaries of XCF. This is a material acquisition/change of control event that creates a vertically integrated alternative energy platform and materially expands XCF's operations and financial outlook (2027 guidance: $650-700M gross product sales, $120-130M net revenue, $70-75M EBITDA).","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:09:53.432544+00:00","company_name":"XCF Global, Inc.","ticker":"SAFX","filing_date":"2026-10-22"},{"id":42012,"accession_number":"0001213900-26-111746","item_number":"1.02","item_title":"Termination of a Material Definitive","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.92,"reasoning":"Item 1.02 discloses termination of a material definitive agreement, but the core event disclosed is the completion of an all-stock business combination with Southern Energy Renewables and DevvStream (announced in the press release dated October 16, 2026). The Item 1.02 reference to termination of a consulting agreement is ancillary; the primary material event is the M\u0026A activity—the closing of the business combination creating a vertically integrated alternative energy platform with combined 2030 targets of $1.4B+ gross product sales and $300M+ EBITDA.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:09:53.432544+00:00","company_name":"XCF Global, Inc.","ticker":"SAFX","filing_date":"2026-10-22"},{"id":42013,"accession_number":"0001213900-26-111746","item_number":"2.01","item_title":"Completion of Acquisition or Disposition","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"The Item 2.01 disclosure describes the completion of an all-stock business combination between XCF Global and Southern Energy Renewables and DevvStream Corp., closed on October 16, 2026. The filing explicitly states \"The Business Combination was subsequently completed on October 16, 2026\" and notes that Southern and DevvStream are now wholly owned subsidiaries of XCF. This is a material acquisition creating a vertically integrated alternative energy platform with significant strategic and financial implications, including updated 2027 financial guidance ($650-700M gross product sales, $120-130M net revenue, $70-75M EBITDA).","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:09:53.432544+00:00","company_name":"XCF Global, Inc.","ticker":"SAFX","filing_date":"2026-10-22"},{"id":42014,"accession_number":"0001213900-26-111746","item_number":"3.03","item_title":"Material Modification to Rights of","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Item 3.03 discloses material modifications to security holder rights resulting from the completion of a business combination between XCF Global, Southern Energy Renewables, and DevvStream. The press release (EX-99.1) explicitly announces \"completion of its previously announced all-stock business combination\" with Southern and DevvStream becoming wholly owned subsidiaries, and former equity holders receiving approximately 20.0% and 10.43% of XCF's outstanding common stock respectively. This is a material acquisition/change of control event.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:09:53.432544+00:00","company_name":"XCF Global, Inc.","ticker":"SAFX","filing_date":"2026-10-22"},{"id":42015,"accession_number":"0001213900-26-111746","item_number":"5.02","item_title":"Departure of Directors or Certain","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.85,"reasoning":"The filing discloses multiple executive appointments effective upon or shortly after the business combination closing: Chad J. Langley, John Wharton, and Carl Stanton became directors; Wray Thorn was appointed President and CFO; and Christopher Cooper was appointed Chairman of the Board. While Harvey Schnitzer's departure from CFO is mentioned, the principal disclosed actions center on the appointments of new executives to key roles (President/CFO, Chairman/CEO, and board directors), making exec_appointment the most salient classification. The related compensation arrangements (employment agreements with base salary, bonuses, equity grants) are secondary to the appointment itself.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:09:53.432544+00:00","company_name":"XCF Global, Inc.","ticker":"SAFX","filing_date":"2026-10-22"},{"id":42016,"accession_number":"0001213900-26-111746","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.92,"reasoning":"The Item 7.01 disclosure centers on completion of a business combination between XCF Global, Southern Energy Renewables Inc., and DevvStream Corp., announced via press release on October 16, 2026. The filing explicitly states \"the Company issued a press release announcing completion of the Business Combination\" and references the Business Combination Agreement dated April 13, 2026. This is a material acquisition/merger event that creates a vertically integrated platform and results in Southern and DevvStream becoming wholly owned subsidiaries of XCF, with former equity holders holding approximately 20.0% and 10.43% of XCF's outstanding stock respectively. While the Item 7.01 also mentions a CFO appointment (Wray Thorn), the primary disclosed action is the completion of the business combination, making ma_activity the most salient classification.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-22T21:09:53.432544+00:00","company_name":"XCF Global, Inc.","ticker":"SAFX","filing_date":"2026-10-22"}]}
