Dilution profile // every instrument, one screen, from SEC filings

SES AI Corp (SES)

CIK 1819142 · all EDGAR filings →

Overall dilution risk
HIGHworst of 2 computed signals (offering ability)
= the worst band among the computed sub-ratings, no hidden weighting
not every sub-rating was computable; treat as a floor
Offering ability
HIGH$300M registered
= total registered offering amount from the fee exhibits of live registrations (bands: $1M / $20M)
registered capacity, not remaining: amounts already taken down are not subtracted yet
Overhead supply
NOT COMPUTEDno warrant count tagged in XBRL
= warrant shares outstanding divided by current shares outstanding
absence of a tag is not proof of absence of warrants
Historical dilution
NOT COMPUTEDunder 3 years of share history on file
= share count now vs 3 years ago
Cash need
MEDIUM~13.2 months of runway
= cash vs trailing operating burn (bands: 6mo / 24mo; positive operating CF = low)

Same rating bands the category standard uses, but free, with the formula on the chip and the gaps in the data said out loud.

Shares outstanding over time

Fewer than two cover-page share counts on file, so there is no history to chart.

Cash runway

Funded — but tight

~13 months of cash · watch

Full breakdown: cash runway tool · source filing →

Warrants

Warrants outstanding: 0 underlying shares, as reported Dec 31, 2020 (10-K).

Reported exercise price: $11.5 (aggregate figure as tagged; individual tranches vary).

Convertible notes

No convertible-note facts tagged in the 10-Q filed Aug 11, 2026. If convertible notes exist, their terms live in exhibit prose for this filer and are not parsed; absence of a tag is not proof of absence. The exhibits are the ground truth.

Registrations and offerings

Registered offering capacity on live registrations: $300.0Mfrom the structured fee exhibits; registered is not remaining, takedowns are not subtracted

S-3Apr 24, 2026$300.0M registeredfiling →

Last 12 months: 0 executed · 1 registered.

EFFECTIVEMay 5, 2026SEC declared a registration effective — selling can beginEFFECT
REGISTEREDApr 24, 2026S-3 registration — capacity to sell shares, not a sale yetS-3
EXECUTEDFeb 28, 2025Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5
UPDATEApr 28, 2023Prospectus update — often a resale registration, not necessarily new capital424B3
EFFECTIVEApr 28, 2023SEC declared a registration effective — selling can beginEFFECT
WITHDRAWNApr 25, 2023Registration withdrawnRW
REGISTEREDApr 25, 2023S-3 registration — capacity to sell shares, not a sale yetS-3
REGISTEREDApr 24, 2023Automatic shelf registration — effective immediately (large filers)S-3ASR
UPDATEMar 17, 2023Prospectus update — often a resale registration, not necessarily new capital424B3
UPDATEMar 1, 2023Prospectus update — often a resale registration, not necessarily new capital424B3
UPDATENov 14, 2022Prospectus update — often a resale registration, not necessarily new capital424B3
UPDATEAug 12, 2022Prospectus update — often a resale registration, not necessarily new capital424B3

Full history and shelf status: offering checker · S-3 shelf checker

Source: SEC EDGAR XBRL company facts and filing metadata, fetched live and cached briefly. Share counts are cover-page figures with their form named. Warrant tranches and convertible notes come from the dimensioned facts in the latest 10-Q/10-K instance document, exactly as the company tagged them; untagged tranches and notes are absent, not disproven. Nothing on this page is manually verified and nothing is behind a login: what free data supports is shown, what it cannot support is stated. Not investment advice.

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