Welcome to our dedicated page for Booz Allen Hamilton Hldg SEC filings (Ticker: BAH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Booz Allen Hamilton Holding Corporation filings document formal disclosures for a public advanced technology and government-services contractor. Recent Form 8-K reports cover quarterly operating results, Regulation FD presentations, material events, executive officer appointments and compensation arrangements, and changes involving the chief financial officer role.
The filing record also includes amendments to the company’s credit agreement, disclosures related to government contract developments, and annual meeting results covering director elections, auditor ratification, executive compensation votes and stockholder proposals. These documents describe governance actions, financing arrangements, capital structure matters and recurring reporting obligations for the BAH public-company structure.
Booz Allen Hamilton agreed to acquire Ultra I&C Mission Solutions (Ultra Mission Solutions), a defense technology business focused on mission‑critical software, encryption, and edge‑compute products, for $720 million, subject to customary adjustments. The deal is structured as a stock purchase of all equity interests in Ultra Electronics Advanced Tactical Systems, Inc.
The transaction is expected to close in the second quarter of Booz Allen’s fiscal year 2027, ending September 30, 2026, subject to customary conditions including Hart‑Scott‑Rodino antitrust clearance, absence of legal restraints, and accuracy of representations and covenants. The parties may terminate the agreement if closing has not occurred by December 19, 2026.
Booz Allen plans to combine its AI‑driven battle management, resilient communications, and edge infrastructure products with Ultra Mission Solutions’ offerings such as Apex, ADSI, ACTS, Rain, and Knox into a unified defense technology platform. Booz Allen expects revenue from the acquisition to grow at a strong double‑digit rate over several years, with EBITDA margins well above 20%, and believes its liquidity and financing options are sufficient to fund the purchase.
Booz Allen Hamilton Holding Corporation is asking stockholders to vote at its virtual 2026 annual meeting on July 22, 2026. Investors will elect ten director nominees, ratify Ernst & Young LLP as auditor for fiscal 2027, cast an advisory say‑on‑pay vote, and, if presented, vote on a stockholder proposal. The Board recommends voting FOR the directors, auditor ratification, and executive compensation, and AGAINST the stockholder proposal.
The proxy describes a largely independent board with a combined Chair and CEO and a Lead Independent Director, a new retirement policy that phases out three long‑tenured directors, and extensive committee oversight of risk, audit, compensation, and governance. Executive pay is framed around long‑term stockholder value, performance‑based incentives, and robust stock ownership guidelines.
Nolan Ryan, a director of Booz Allen Hamilton Holding Corp, filed a Form 3 reporting his ownership of the company’s Class A Common Stock. The filing shows direct holdings of 0 shares of Class A Common Stock as of June 1, 2026.
Petty Joshua reported acquisition or exercise transactions in this Form 4 filing.
Booz Allen Hamilton Holding Corp EVP & General Counsel Joshua Petty received a grant of 3,004 restricted stock units of Class A common stock as equity compensation. The award was made at no cash cost per share and increases his directly held and unit-based position to 10,282 shares.
Each restricted stock unit represents a contingent right to receive one share of Class A common stock upon vesting. One-third of the units are scheduled to vest on each of March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued employment with the company.
Metzfield Dennis reported acquisition or exercise transactions in this Form 4 filing.
Booz Allen Hamilton Holding Corp reported that VP, PAO & Controller Dennis Metzfield received a grant of 1,642 restricted stock units of Class A common stock as equity compensation. These units vest in three equal installments on March 31, 2027, 2028, and 2029, contingent on continued employment. After this award, Metzfield directly holds 5,458 shares, including restricted stock units. The grant was made under the company’s 2023 Equity Incentive Plan and is noted as exempt under Rule 16b-3, highlighting it as a routine, plan-based compensation award rather than a market purchase or sale.
Lahr Troy reported acquisition or exercise transactions in this Form 4 filing.
Booz Allen Hamilton Holding Corp reported that EVP and Chief Financial Officer Troy Lahr received equity awards in the form of restricted stock units. He was granted 37,543 restricted stock units under the company’s 2023 Equity Incentive Plan, each representing one share of Class A common stock upon vesting.
One-third of this 37,543-unit grant is scheduled to vest on March 31 of 2027, 2028 and 2029, contingent on continued employment. Lahr also received a separate grant of 10,012 restricted stock units, with one-half scheduled to vest on May 31 of 2027 and 2028, also subject to continued employment.
Inserra Andrea reported acquisition or exercise transactions in this Form 4 filing.
Booz Allen Hamilton Holding Corp Executive Vice President Andrea Inserra reported receiving a grant of 6,508 shares of Class A common stock in the form of restricted stock units under the company’s 2023 Equity Incentive Plan, at no cash purchase price.
Each restricted stock unit represents a contingent right to receive one share upon vesting. One-third of the units are scheduled to vest on March 31, 2027, 2028, and 2029, conditioned on continued employment. Following this grant, Inserra directly holds 30,941 shares, including restricted stock units.
ANDERSON KRISTINE reported acquisition or exercise transactions in this Form 4 filing.
President & COO Kristine Anderson received an award of 20,023 shares of Booz Allen Hamilton Holding Corp Class A common stock in the form of restricted stock units under the company’s 2023 Equity Incentive Plan. This is a compensation grant, not an open-market purchase.
Each restricted stock unit represents a right to receive one share upon vesting. One-third of the units are scheduled to vest on each of March 31, 2027, March 31, 2028 and March 31, 2029, conditioned on her continued employment. Following this grant, Anderson directly holds 116,700 shares, including restricted stock units.
Pfeifer Thomas reported acquisition or exercise transactions in this Form 4 filing.
Booz Allen Hamilton Holding Corp Executive Vice President Thomas Pfeifer received an equity grant of 8,010 shares of Class A common stock in the form of restricted stock units under the company’s 2023 Equity Incentive Plan. The units were granted at no cash purchase price as compensation. Each unit represents a contingent right to receive one share of Class A common stock upon vesting. One-third of the units are scheduled to vest on each of March 31, 2027, 2028, and 2029, subject to his continued employment. Following this award, Pfeifer directly holds 48,882 shares, including restricted stock units.