Elon Musk, SpaceX Company Talk, August 11, 2026
Internal all-hands walking SpaceX from founding to now: Starship progress, and the projection that AI revenue overtakes launch and Starlink to dominate the company's long-term value.
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SPCX Chief Executive
What Elon Musk says in public, and what their own SEC filings show they own.
Elon Musk
CEO & Chairman · Space Exploration Technologies Corp.
Founded SpaceX in 2002. Also CEO of Tesla; SpaceX's AI segment (xAI, Grok, X) merged into the company ahead of its 2026 IPO.
Ownership
Skin in the game
Level 4Founder-Anchor
Musk owns 48.4% of Space Exploration Technologies Corp., worth $949.62B at the last close — founder-owned since 2002.
- Age
- 55
- Founded
- 2002
- SEC filings
- 173
Stake
35/35
Founder
15/15
Tenure
10/10
Track record
10/15
Direction
4/15
Discipline
7/10
Track record · other companies
- 1995–99Zip2 · co-foundersold to Compaq · $307M
- 1999–02X.com / PayPal · co-founder, CEOsold to eBay · $1.5B
- 2016–Neuralink · The Boring Company · founderprivate
- 2023–xAI · foundermerged into SpaceX
Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). Every input links to a filing or to the career file; the bands are ours.
Beneficial stake · 13G
6.42B
48.4% of the class · $949.62B at the Sep 5 close of $147.95
Reported · Forms 3, 4, 5
4.77B
Every lot on the person's own filings, as of Jun 15, 2026
Last open-market trade
Sale · $1.2M
Apr 2, 2026 · 11,390 shares at $105.32 · no 10b5-1 plan
Paper trail
2 late filings
Form 4 covering a 2026-04-02 open-market sale in SPACE EXPLORATION TECHNOLOGIES CORP was filed 2026-06-17, 53 business days later; Section 16 allows two.
Reported Space Exploration Technologies Corp. shares
Dots mark the months the activity below moved the line. Hover one for the filing.
How the stake is held
| Security | Held via | Shares |
|---|---|---|
| Class B Common Stock | Elon Musk Revocable Trust | 3,788,654,145 |
| Class A Common Stock | Elon Musk Revocable Trust | 842,091,670 |
| Class B Common Stock | Mission Trust | 127,426,150 |
| Class A Common Stock | EM 2024 GRAT-A | 7,402,770 |
| Class B Common Stock | Musk 2017 Sprinkling Trust | 900,495 |
| Reported as of 2026-06-15 | 4,766,475,230 | |
Why the two headline numbers differ
The 13G cover page counts 6.42B shares — 1.65B more than the Forms 4 report, usually options exercisable within 60 days or shares held through a vehicle the person controls but does not file for. Never add them together.
- Held directly
- 0%
- Vehicles
- 4 trusts or entities
- Share classes
- 2
- Last filing
- Jun 17, 2026
Activity · last 12 months
| Date | Type | What happened | Shares | Price | Value | Note |
|---|---|---|---|---|---|---|
| Jun 15, 2026 | Convert | Conversion of a derivative across 3 lots · Class A Common Stock | +315,926,250 | — | — | Through Elon Musk Revocable Trust |
| Jun 15, 2026 | Convert | Conversion of a derivative across 2 lots · Class B Common Stock | +3,124,848,050 | — | — | Through Elon Musk Revocable Trust |
| Jun 15, 2026 | Convert | Conversion of a derivative · Class B Common Stock | +127,426,150 | — | — | Through Mission Trust |
| Apr 2, 2026 | Sale | Open-market sale · Class A Common Stock | −11,390 | $105.32 | $1.2M | Through Elon Musk Revocable Trust · no 10b5-1 plan · Filed Jun 17, 2026, outside the two-day window |
| Apr 2, 2026 | Gift | Gift · Class A Common Stock | −480 | — | — | Through Elon Musk Revocable Trust · Filed Jun 17, 2026, outside the two-day window |
| Apr 2, 2026 | Other | Other acquisition or disposition · Class A Common Stock | −186,545 | — | — | Through Trust · Filed Jun 17, 2026, outside the two-day window |
| Mar 23, 2026 | To issuer | Disposition to the issuer · Class A Common Stock | −25,172,695 | — | — | Through Elon Musk Revocable Trust · Filed Jun 17, 2026, outside the two-day window |
| Feb 2, 2026 | Award | Grant or award · Class A Common Stock | +511,289,725 | — | — | Through Elon Musk Revocable Trust · Filed Jun 17, 2026, outside the two-day window |
| Feb 2, 2026 | Award | Grant or award · Class A Common Stock | +78,395 | — | — | Through Trust · Filed Jun 17, 2026, outside the two-day window |
| Feb 2, 2026 | Award | Grant or award · Class B Common Stock | +532,689,090 | — | — | Through Elon Musk Revocable Trust · Filed Jun 17, 2026, outside the two-day window |
Every issuer Elon Musk files as an insider of
| Company | Role | Reported | Beneficial | % of class |
|---|---|---|---|---|
| SPCX SPACE EXPLORATION TECHNOLOGIES CORP This page | CEO, CTO & Chairman | 4.77B 2026-06-15 |
6.42B | 48.4% |
| SPCX: 1,652,072,285 shares on the Section 16 filings are additional to the SCHEDULE 13G figure — read the cover page for why. | ||||
| TSLA Tesla, Inc. | CEO | 1.12B 2026-06-16 |
700M | 19.9% |
| TSLA: 423,743,904 shares on the Section 16 filings are excluded from the SCHEDULE 13G/A figure — read the cover page for why. | ||||
| EDR Endeavor Group Holdings, Inc. | Director | 7,583 2022-06-13 |
— | — |
| SCTY SOLARCITY CORP · exited | Director | — 2016-11-21 |
— | — |
Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.
Paper trail
- Late Form 4 covering a 2026-04-02 open-market sale in SPACE EXPLORATION TECHNOLOGIES CORP was filed 2026-06-17, 53 business days later; Section 16 allows two. Filing ↗
- Sale 2026-04: sold 11,390 SPACE EXPLORATION TECHNOLOGIES CORP shares for $1,199,572 via By Elon Musk Revocable Trust, with the 10b5-1 box unticked (1 filing). Filing ↗
- Sale 2022-12: sold 21,995,000 Tesla, Inc. shares for $3,581,065,589 via by Trust, with no 10b5-1 plan stated on the filing (1 filing). Filing ↗
- Late Form 4 covering a 2014-09-12 other acquisition or disposition in SOLARCITY CORP was filed 2015-01-22, 88 business days later; Section 16 allows two. Filing ↗
- Gift 2026-04: gifted 480 SPACE EXPLORATION TECHNOLOGIES CORP shares via By Elon Musk Revocable Trust — a gift reports no price and no recipient (1 filing). Filing ↗
- Gift 2025-12: gifted 210,699 Tesla, Inc. shares via By Trust — a gift reports no price and no recipient (1 filing). Filing ↗
173 filings under CIK 0001494730 · captured 2026-09-03 · All filings on EDGAR ↗
Earnings calls
Podcasts, interviews & articles
2 recorded appearances
2026
Elon Musk – "In 36 months, the cheapest place to put AI will be space"
With Dwarkesh Patel and John Collison, Musk makes the case that orbital data centers beat terrestrial ones within ~30-36 months: space solar is roughly 5x more productive with no batteries or weather, while Earth power capacity is flat against exponential chip output. He projects hundreds of gigawatts a year of space-launched AI within five years, and concedes China will 'utterly dominate' manufacturing absent US breakthroughs.
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