F: Material agreement · New financial obligation · Other company developments

Item 1.01. Entry into a Material Definitive Agreement . Item 2.03. Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant . Item 8.01. Other Events . As previously disclosed, on December 13, 2024, BlueOval SK, LLC (“BOSK”), a joint venture company formed by Ford Motor Company (“Ford” or “Company”), SK On Co., Ltd. (“SK On”), and SK Battery America, Inc. (“SKBA,” a wholly owned subsidiary of SK On) to build and operate an EV battery plant in Tennessee and two EV battery plants in Kentucky, entered into a Loan Arrangement and Reimbursement Agreement (the “BOSK DOE Loan Agreement”) pursuant to which the U.S. Department of Energy (“DOE”) agreed to arrange for the Federal Financing Bank to purchase a note or notes from BOSK and to make advances from time to time thereunder up to $9,633,040,000 (the “BOSK DOE Loan”) to finance the construction of battery manufacturing plants in Tennessee and Kentucky. Advances totaling $7,835,540,000 were subsequently made to BOSK. In conjunction with the BOSK DOE Loan Agreement, on December 13, 2024, each of Ford, SK On, SKBA, and SK Innovation Co., Ltd., entered into a Sponsor Support, Share Retention and Subordination Agreement (the “SSA”) with BOSK and DOE. Under the SSA, Ford agreed to guarantee 50% of BOSK’s payment obligations under the BOSK DOE Loan. Also as previously disclosed, on December 9, 2025, Ford, SK On, SKBA, and BOSK entered into a Joint Venture Disposition Agreement. On May 20, 2026, closing on the transactions contemplated by the Joint Venture Disposition Agreement occurred and, in conjunction with the closing, Ford’s membership interest in BOSK was redeemed; Ford’s requirement to contribute up to $6.6 billion in capital to BOSK over a five-year period ending in 2